Morgan Stanley shares owned by Buckley Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Buckley Wealth Management
from 13F filings
Historical chart of Buckley Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Buckley Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Buckley Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 9.7k | 104.24 |
| 2024-06-30 | $915k | 9.4k | 97.19 |
| 2024-03-31 | $884k | 9.4k | 94.16 |
| 2023-12-31 | $864k | 9.3k | 93.25 |
| 2023-09-30 | $795k | 9.7k | 81.67 |
| 2023-06-30 | $1.0M | 12k | 85.40 |
| 2023-03-31 | $948k | 11k | 87.80 |
| 2022-12-31 | $1.0M | 12k | 85.02 |
| 2022-09-30 | $941k | 12k | 79.05 |
| 2022-06-30 | $1.2M | 16k | 76.09 |
| 2022-03-31 | $1.4M | 16k | 87.40 |
| 2021-12-31 | $1.2M | 12k | 98.15 |
| 2021-09-30 | $624k | 6.4k | 97.27 |
| 2021-06-30 | $514k | 5.6k | 91.69 |
| 2021-03-31 | $348k | 4.5k | 77.77 |
| 2020-12-31 | $451k | 6.6k | 68.54 |
| 2020-09-30 | $455k | 9.4k | 48.30 |
| 2020-06-30 | $647k | 13k | 48.33 |
| 2020-03-31 | $456k | 13k | 34.02 |
| 2019-12-31 | $687k | 13k | 51.13 |
| 2019-09-30 | $573k | 13k | 42.64 |
| 2019-06-30 | $875k | 20k | 43.82 |
| 2019-03-31 | $967k | 23k | 42.18 |
| 2018-12-31 | $909k | 23k | 39.65 |
| 2018-09-30 | $1.1M | 23k | 46.56 |
| 2018-06-30 | $1.1M | 23k | 47.40 |
| 2018-03-31 | $1.2M | 23k | 53.94 |
| 2017-12-31 | $1.2M | 23k | 52.49 |
More positions owned by Buckley Wealth Management
Home Depot (HD)
View all positions for Buckley Wealth Management