Morgan Stanley shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.3M | 77k | 94.16 |
| 2023-12-31 | $7.1M | 76k | 93.25 |
| 2023-09-30 | $6.0M | 74k | 81.67 |
| 2023-06-30 | $6.3M | 74k | 85.40 |
| 2023-03-31 | $6.4M | 73k | 87.80 |
| 2022-12-31 | $6.2M | 74k | 85.02 |
| 2022-09-30 | $5.8M | 74k | 79.01 |
| 2022-06-30 | $5.5M | 73k | 76.06 |
| 2022-03-31 | $5.8M | 67k | 87.41 |
| 2021-12-31 | $6.8M | 69k | 98.16 |
| 2021-09-30 | $6.6M | 68k | 97.32 |
| 2021-06-30 | $6.2M | 68k | 91.69 |
| 2021-03-31 | $5.1M | 66k | 77.65 |
| 2020-12-31 | $4.2M | 62k | 68.53 |
| 2020-09-30 | $2.1M | 43k | 48.34 |
| 2020-06-30 | $2.1M | 44k | 48.31 |
| 2020-03-31 | $1.5M | 45k | 34.00 |
| 2019-12-31 | $4.1M | 81k | 51.12 |
| 2019-09-30 | $3.4M | 81k | 42.68 |
| 2019-06-30 | $3.5M | 79k | 43.81 |
| 2019-03-31 | $2.8M | 65k | 42.19 |
| 2018-12-31 | $2.6M | 65k | 39.65 |