Morgan Stanley shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.1M | 33k | 125.72 |
| 2024-09-30 | $3.6M | 35k | 104.24 |
| 2024-06-30 | $3.4M | 35k | 97.19 |
| 2024-03-31 | $2.8M | 30k | 94.16 |
| 2023-12-31 | $2.8M | 30k | 93.25 |
| 2023-09-30 | $3.3M | 40k | 81.67 |
| 2023-06-30 | $4.4M | 51k | 85.40 |
| 2023-03-31 | $2.5M | 28k | 87.80 |
| 2022-12-31 | $2.4M | 28k | 85.02 |
| 2022-09-30 | $2.3M | 29k | 78.99 |
| 2022-06-30 | $2.0M | 26k | 76.07 |
| 2022-03-31 | $2.2M | 25k | 87.41 |
| 2021-12-31 | $6.3M | 64k | 98.17 |