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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

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

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Quarterly reported holdings in Morgan Stanley by Buckley Wealth Management

Quarter filed Position value Share count Share price at filing
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