Morgan Stanley shares owned by Calton & Associates
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $545k | 3.4k | 158.96 |
| 2025-03-31 | $9.9k | 10k | 0.99 |
| 2024-12-31 | $571k | 4.5k | 125.71 |
| 2024-09-30 | $218k | 14k | 15.45 |
| 2024-06-30 | $556k | 5.7k | 97.19 |
| 2024-03-31 | $539k | 5.7k | 94.16 |
| 2023-12-31 | $443k | 4.8k | 93.26 |
| 2023-06-30 | $416k | 4.9k | 85.41 |
| 2023-03-31 | $403k | 4.6k | 87.80 |
| 2022-12-31 | $296k | 3.5k | 85.03 |
| 2021-09-30 | $214k | 2.2k | 97.27 |
| 2021-06-30 | $361k | 3.9k | 91.76 |
| 2021-03-31 | $313k | 4.0k | 77.55 |
| 2020-12-31 | $301k | 4.4k | 68.49 |
| 2019-12-31 | $371k | 7.2k | 51.19 |
| 2019-09-30 | $282k | 6.6k | 42.66 |
| 2019-06-30 | $253k | 5.8k | 43.74 |
| 2019-03-31 | $239k | 5.7k | 42.15 |
| 2018-12-31 | $217k | 5.5k | 39.68 |
| 2018-03-31 | $519k | 9.6k | 54.01 |
| 2017-12-31 | $445k | 7.8k | 56.87 |