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Morgan Stanley shares owned by Bedel Financial Consulting

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bedel Financial Consulting from 13F filings

Historical chart of Bedel Financial Consulting investment in Morgan Stanley

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All positions including Morgan Stanley held by Bedel Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $319k 3.1k 104.25
2024-06-30 $297k 3.1k 97.20
2024-03-31 $288k 3.1k 94.17
2023-12-31 $315k 3.4k 93.26
2023-09-30 $276k 3.4k 81.67
2023-06-30 $299k 3.5k 85.39
2023-03-31 $244k 2.8k 87.80
2022-12-31 $245k 2.9k 85.02
2022-09-30 $246k 2.9k 85.51
2022-06-30 $219k 2.9k 76.15
2022-03-31 $104k 1.2k 87.03
2021-12-31 $132k 1.3k 97.92
2021-09-30 $116k 1.2k 97.15
2021-06-30 $111k 1.2k 91.43
2021-03-31 $93k 1.2k 77.89
2020-12-31 $82k 1.2k 68.68
2020-09-30 $58k 1.2k 48.58
2020-06-30 $58k 1.2k 48.58
2020-03-31 $41k 1.2k 34.34
2019-12-31 $36k 700 51.43
2019-09-30 $30k 700 42.86
2019-06-30 $31k 700 44.29
2019-03-31 $30k 700 42.86
2018-12-31 $28k 700 40.00
2018-09-30 $24k 525 45.71
2018-06-30 $20k 428 46.73
2018-03-31 $23k 428 53.74