Morgan Stanley shares owned by Bard Financial Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bard Financial Services
from 13F filings
Historical chart of Bard Financial Services investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Bard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 12k | 158.96 |
| 2025-06-30 | $1.7M | 12k | 140.86 |
| 2025-03-31 | $1.4M | 12k | 116.67 |
| 2024-12-31 | $1.5M | 12k | 125.72 |
| 2024-09-30 | $926k | 8.9k | 104.24 |
| 2024-06-30 | $1.4M | 14k | 97.19 |
| 2024-03-31 | $1.3M | 14k | 94.16 |
| 2023-12-31 | $1.3M | 14k | 93.25 |
| 2023-09-30 | $1.1M | 13k | 81.67 |
| 2023-06-30 | $1.1M | 13k | 85.40 |
| 2023-03-31 | $1.1M | 13k | 87.80 |
| 2022-12-31 | $1.1M | 13k | 84.99 |
| 2022-09-30 | $987k | 13k | 78.99 |
| 2022-06-30 | $864k | 11k | 75.99 |
| 2022-03-31 | $786k | 9.0k | 87.38 |
| 2021-12-31 | $719k | 7.3k | 98.22 |
| 2021-09-30 | $627k | 6.4k | 97.28 |
| 2021-06-30 | $554k | 6.0k | 91.65 |
| 2021-03-31 | $337k | 4.3k | 77.56 |
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