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Morgan Stanley shares owned by Chesapeake Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Chesapeake Wealth Management from 13F filings

Historical chart of Chesapeake Wealth Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Chesapeake Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Chesapeake Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 16k 93.25
2023-09-30 $1.3M 16k 81.67
2023-06-30 $1.4M 17k 85.40
2023-03-31 $1.4M 16k 87.80
2022-12-31 $1.3M 16k 85.02
2022-09-30 $1.2M 15k 79.02
2022-06-30 $853k 11k 76.01
2022-03-31 $747k 8.5k 87.42
2021-12-31 $238k 2.4k 98.38
2021-09-30 $236k 2.4k 97.39
2021-06-30 $223k 2.4k 91.89
2021-03-31 $202k 2.6k 77.79
2018-09-30 $307k 6.6k 46.55
2018-06-30 $1.0M 21k 47.41
2018-03-31 $1.2M 22k 53.97