Morgan Stanley shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 16k | 125.72 |
| 2024-09-30 | $1.5M | 14k | 104.24 |
| 2024-03-31 | $1.3M | 14k | 94.16 |
| 2022-06-30 | $21k | 279 | 75.27 |
| 2022-03-31 | $31k | 354 | 87.57 |
| 2021-12-31 | $27k | 279 | 96.77 |
| 2021-09-30 | $27k | 279 | 96.77 |
| 2021-06-30 | $26k | 279 | 93.19 |
| 2021-03-31 | $22k | 279 | 78.85 |
| 2020-12-31 | $19k | 279 | 68.10 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management