Morgan Stanley shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $312k | 3.0k | 104.24 |
| 2024-06-30 | $308k | 3.2k | 97.19 |
| 2024-03-31 | $351k | 3.7k | 94.16 |
| 2023-12-31 | $331k | 3.5k | 93.25 |
| 2023-09-30 | $290k | 3.5k | 81.67 |
| 2023-06-30 | $209k | 2.4k | 85.40 |
| 2023-03-31 | $407k | 4.6k | 87.80 |
| 2022-12-31 | $593k | 7.0k | 85.02 |
| 2022-09-30 | $714k | 9.0k | 78.96 |
| 2022-06-30 | $739k | 9.7k | 76.05 |
| 2022-03-31 | $851k | 9.7k | 87.36 |
| 2021-12-31 | $768k | 7.8k | 98.11 |
| 2021-09-30 | $758k | 7.8k | 97.25 |
| 2021-06-30 | $716k | 7.8k | 91.69 |
| 2021-03-31 | $541k | 7.0k | 77.70 |
| 2020-12-31 | $402k | 5.9k | 68.60 |
| 2020-09-30 | $272k | 5.6k | 48.41 |
| 2020-06-30 | $408k | 8.5k | 48.25 |