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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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All positions including Morgan Stanley held by Atwood & Palmer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Atwood & Palmer

Quarter filed Position value Share count Share price at filing
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