Bogart Wealth »

Morgan Stanley shares owned by Bogart Wealth

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Morgan Stanley

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All positions including Morgan Stanley held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $91k 970 94.16
2023-12-31 $147k 1.6k 93.25
2023-09-30 $124k 1.5k 81.67
2023-06-30 $139k 1.6k 85.40
2023-03-31 $146k 1.7k 87.80
2022-12-31 $133k 1.6k 85.02
2022-09-30 $110k 1.4k 79.14
2022-06-30 $70k 925 75.68
2022-03-31 $71k 816 87.01
2021-12-31 $96k 977 98.26
2021-09-30 $95k 977 97.24
2021-06-30 $99k 1.1k 91.33
2021-03-31 $4.4M 56k 77.66
2020-12-31 $2.9M 43k 68.53
2020-09-30 $1.9M 39k 48.34
2020-06-30 $1.9M 39k 48.29
2020-03-31 $1.2M 35k 34.00