Morgan Stanley shares owned by Atwood & Palmer
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Atwood & Palmer
from 13F filings
Historical chart of Atwood & Palmer investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Atwood & Palmer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 85 | 158.96 |
| 2025-06-30 | $12k | 85 | 140.87 |
| 2025-03-31 | $9.9k | 85 | 116.67 |
| 2024-12-31 | $11k | 85 | 125.73 |
| 2024-09-30 | $8.9k | 85 | 104.25 |
| 2024-06-30 | $8.3k | 85 | 97.20 |
| 2024-03-31 | $8.0k | 85 | 94.16 |
| 2023-12-31 | $7.9k | 85 | 93.26 |
| 2023-09-30 | $24k | 290 | 81.67 |
| 2023-06-30 | $25k | 290 | 85.40 |
| 2023-03-31 | $26k | 290 | 87.80 |
| 2022-12-31 | $25k | 290 | 85.02 |
| 2022-09-30 | $23k | 290 | 79.31 |
| 2022-06-30 | $22k | 290 | 75.86 |
| 2022-03-31 | $14k | 155 | 90.32 |
| 2021-12-31 | $15k | 155 | 96.77 |
| 2021-09-30 | $18k | 190 | 94.74 |
| 2021-06-30 | $6.0k | 70 | 85.71 |
| 2021-03-31 | $21k | 270 | 77.78 |
| 2015-06-30 | $20k | 512 | 39.06 |
| 2015-03-31 | $8.0k | 224 | 35.71 |
| 2014-12-31 | $9.0k | 224 | 40.18 |
| 2014-09-30 | $8.0k | 224 | 35.71 |
| 2012-06-30 | $274k | 19k | 14.57 |
| 2012-03-31 | $369k | 19k | 19.63 |
| 2011-12-31 | $284k | 19k | 15.11 |
| 2011-09-30 | $254k | 19k | 13.51 |
| 2011-06-30 | $442k | 19k | 23.02 |
| 2011-03-31 | $525k | 19k | 27.34 |