Morgan Stanley shares owned by Burke & Herbert Bank & Trust
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Burke & Herbert Bank & Trust
from 13F filings
Historical chart of Burke & Herbert Bank & Trust investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Burke & Herbert Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $986k | 6.2k | 158.96 |
| 2025-06-30 | $873k | 6.2k | 140.86 |
| 2025-03-31 | $723k | 6.2k | 116.67 |
| 2024-12-31 | $780k | 6.2k | 125.72 |
| 2024-09-30 | $646k | 6.2k | 104.24 |
| 2024-06-30 | $603k | 6.2k | 97.19 |
| 2024-03-31 | $584k | 6.2k | 94.16 |
| 2023-12-31 | $598k | 6.4k | 93.25 |
| 2023-09-30 | $523k | 6.4k | 81.67 |
| 2023-06-30 | $628k | 7.4k | 85.40 |
| 2023-03-31 | $682k | 7.8k | 87.80 |
| 2022-12-31 | $661k | 7.8k | 85.08 |
| 2022-09-30 | $614k | 7.8k | 79.03 |
| 2022-06-30 | $591k | 7.8k | 76.07 |
| 2022-03-31 | $711k | 8.1k | 87.37 |
| 2021-12-31 | $846k | 8.6k | 98.19 |
| 2021-09-30 | $838k | 8.6k | 97.26 |
| 2021-06-30 | $790k | 8.6k | 91.69 |
| 2021-03-31 | $669k | 8.6k | 77.65 |
| 2020-12-31 | $590k | 8.6k | 68.48 |
| 2020-09-30 | $417k | 8.6k | 48.40 |
| 2020-06-30 | $416k | 8.6k | 48.28 |
| 2020-03-31 | $293k | 8.6k | 34.01 |
| 2019-12-31 | $440k | 8.6k | 51.07 |
| 2019-09-30 | $368k | 8.6k | 42.71 |
| 2018-06-30 | $217k | 4.6k | 47.44 |
| 2018-03-31 | $246k | 4.6k | 53.84 |
| 2017-12-31 | $239k | 4.6k | 52.42 |
| 2017-09-30 | $220k | 4.6k | 48.20 |
| 2017-06-30 | $203k | 4.6k | 44.47 |
| 2016-12-31 | $202k | 4.8k | 42.29 |
More positions owned by Burke & Herbert Bank & Trust
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