Morgan Stanley shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 1.5k | 158.96 |
| 2025-06-30 | $212k | 1.5k | 140.86 |
| 2020-12-31 | $61k | 884 | 69.00 |
| 2020-09-30 | $43k | 884 | 48.64 |
| 2020-06-30 | $43k | 884 | 48.64 |
| 2020-03-31 | $30k | 884 | 33.94 |
| 2019-12-31 | $45k | 884 | 50.90 |
| 2019-09-30 | $38k | 884 | 42.99 |
| 2019-06-30 | $39k | 884 | 44.12 |
| 2019-03-31 | $37k | 884 | 41.86 |
| 2018-12-31 | $35k | 884 | 39.59 |
| 2018-09-30 | $41k | 884 | 46.38 |
| 2018-06-30 | $42k | 884 | 47.51 |
| 2018-03-31 | $48k | 884 | 54.30 |
| 2017-12-31 | $46k | 884 | 52.04 |
| 2017-09-30 | $43k | 884 | 48.64 |
| 2017-06-30 | $39k | 884 | 44.12 |
| 2017-03-31 | $38k | 884 | 42.99 |
| 2016-12-31 | $37k | 884 | 41.86 |
| 2016-09-30 | $28k | 884 | 31.67 |
| 2016-06-30 | $22k | 884 | 24.89 |
| 2016-03-31 | $11k | 884 | 12.44 |
| 2015-12-31 | $28k | 884 | 31.67 |
| 2015-09-30 | $27k | 884 | 30.54 |
| 2015-06-30 | $34k | 884 | 38.46 |
| 2015-03-31 | $32k | 884 | 35.69 |
| 2014-12-31 | $34k | 884 | 38.46 |