Morgan Stanley shares owned by BKM Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by BKM Wealth Management
from 13F filings
Historical chart of BKM Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by BKM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 1.8k | 158.96 |
| 2025-06-30 | $286k | 2.0k | 140.86 |
| 2025-03-31 | $238k | 2.0k | 116.67 |
| 2024-12-31 | $256k | 2.0k | 125.72 |
| 2024-09-30 | $222k | 2.1k | 104.24 |
| 2024-03-31 | $208k | 2.2k | 94.16 |
| 2023-12-31 | $194k | 2.1k | 93.25 |