Morgan Stanley shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Blue Bell Private Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $245k | 2.0k | 125.71 |
2024-09-30 | $210k | 2.0k | 104.22 |
2024-06-30 | $184k | 1.9k | 97.21 |
2024-03-31 | $171k | 1.8k | 94.17 |
2023-12-31 | $197k | 2.1k | 93.25 |
2023-09-30 | $172k | 2.1k | 81.66 |
2023-06-30 | $153k | 1.8k | 85.42 |
2023-03-31 | $157k | 1.8k | 87.81 |
2022-12-31 | $151k | 1.8k | 85.02 |
2022-09-30 | $139k | 1.8k | 78.80 |
2022-06-30 | $139k | 1.8k | 75.83 |
2022-03-31 | $165k | 1.9k | 87.63 |
2021-12-31 | $185k | 1.9k | 98.25 |
2016-09-30 | $43k | 1.3k | 32.80 |
2016-06-30 | $35k | 1.3k | 26.70 |
2016-03-31 | $33k | 1.3k | 25.17 |
2015-12-31 | $42k | 1.3k | 32.04 |
2015-09-30 | $44k | 1.4k | 31.18 |
2015-06-30 | $62k | 1.6k | 38.49 |
2015-03-31 | $57k | 1.6k | 35.38 |
2014-12-31 | $83k | 2.2k | 38.41 |
2014-09-30 | $74k | 2.1k | 34.55 |
2014-06-30 | $79k | 2.4k | 32.35 |
2014-03-31 | $76k | 2.4k | 31.12 |
2013-12-31 | $76k | 2.4k | 31.33 |
More positions owned by Blue Bell Private Wealth Management
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