Morgan Stanley shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $217k | 2.3k | 93.26 |
| 2023-09-30 | $187k | 2.3k | 81.68 |
| 2023-06-30 | $4.1M | 49k | 85.40 |
| 2023-03-31 | $177k | 2.0k | 87.81 |
| 2022-12-31 | $162k | 1.9k | 85.08 |
| 2022-09-30 | $149k | 1.9k | 78.92 |
| 2022-06-30 | $142k | 1.9k | 75.85 |
| 2022-03-31 | $162k | 1.9k | 87.33 |
| 2021-12-31 | $181k | 1.8k | 98.21 |
| 2021-09-30 | $178k | 1.8k | 97.27 |
| 2021-06-30 | $155k | 1.7k | 91.77 |
| 2021-03-31 | $131k | 1.7k | 77.88 |
| 2020-12-31 | $115k | 1.7k | 68.70 |
| 2020-09-30 | $30k | 611 | 49.10 |
| 2020-06-30 | $129k | 2.7k | 48.24 |
| 2020-03-31 | $136k | 4.0k | 34.09 |
| 2019-12-31 | $207k | 4.0k | 51.21 |
| 2019-09-30 | $101k | 2.4k | 42.47 |
| 2019-06-30 | $104k | 2.4k | 44.12 |
| 2019-03-31 | $111k | 2.3k | 47.42 |
| 2018-12-31 | $102k | 2.3k | 43.87 |
| 2018-09-30 | $103k | 2.3k | 44.61 |
| 2018-06-30 | $110k | 2.3k | 47.93 |
| 2018-03-31 | $123k | 2.3k | 53.83 |
| 2017-12-31 | $137k | 2.4k | 57.15 |
| 2017-09-30 | $113k | 2.3k | 49.45 |
| 2017-06-30 | $104k | 2.3k | 45.51 |
| 2017-03-31 | $94k | 2.3k | 41.14 |
| 2016-12-31 | $97k | 2.2k | 43.60 |
More positions owned by Baystate Wealth Management
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