Morgan Stanley shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $426k | 4.1k | 104.25 |
| 2024-06-30 | $408k | 4.2k | 97.18 |
| 2024-03-31 | $432k | 4.6k | 94.16 |
| 2023-09-30 | $319k | 3.9k | 81.68 |
| 2023-06-30 | $445k | 5.2k | 85.40 |
| 2023-03-31 | $456k | 5.2k | 87.81 |
| 2022-12-31 | $433k | 5.1k | 85.02 |
| 2022-09-30 | $397k | 5.0k | 79.04 |
| 2022-06-30 | $381k | 5.0k | 76.11 |
| 2022-03-31 | $417k | 4.8k | 87.33 |
| 2021-12-31 | $540k | 5.5k | 98.16 |
| 2021-09-30 | $234k | 2.4k | 97.30 |
| 2021-06-30 | $473k | 5.2k | 91.70 |
| 2021-03-31 | $310k | 4.0k | 77.66 |
| 2020-12-31 | $268k | 3.9k | 68.63 |
| 2020-06-30 | $236k | 4.9k | 48.34 |
| 2013-03-31 | $2.0k | 100 | 20.00 |