Morgan Stanley shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Morgan Stanley
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $143k | 1.7k | 85.40 |
2023-03-31 | $169k | 1.9k | 87.82 |
2022-12-31 | $156k | 1.8k | 85.04 |
2022-09-30 | $154k | 1.9k | 79.14 |
2022-06-30 | $145k | 1.9k | 75.80 |
2022-03-31 | $347k | 9.9k | 34.91 |
2021-12-31 | $190k | 1.9k | 97.99 |
2021-09-30 | $189k | 1.9k | 97.52 |
2021-06-30 | $178k | 1.9k | 91.89 |
2021-03-31 | $150k | 1.9k | 77.44 |
2020-12-31 | $155k | 2.3k | 68.68 |
2020-09-30 | $101k | 2.1k | 48.33 |
2020-06-30 | $128k | 2.6k | 48.47 |
2020-03-31 | $71k | 2.1k | 33.97 |
2019-12-31 | $106k | 2.1k | 51.21 |
2019-09-30 | $83k | 2.0k | 42.56 |
2019-06-30 | $85k | 2.0k | 43.59 |
2019-03-31 | $82k | 2.0k | 42.05 |
2018-12-31 | $79k | 2.0k | 39.86 |
2018-09-30 | $92k | 2.0k | 46.42 |
2018-06-30 | $94k | 2.0k | 47.43 |
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