Morgan Stanley shares owned by Compton Wealth Advisory Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Compton Wealth Advisory Group
from 13F filings
Historical chart of Compton Wealth Advisory Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Compton Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Compton Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 12k | 104.24 |
| 2024-06-30 | $1.1M | 12k | 97.19 |
| 2024-03-31 | $1.1M | 12k | 94.16 |
| 2023-12-31 | $1.1M | 12k | 93.25 |
| 2023-09-30 | $924k | 11k | 81.67 |
| 2023-06-30 | $927k | 11k | 85.40 |
| 2023-03-31 | $941k | 11k | 87.80 |
| 2022-12-31 | $722k | 8.5k | 85.02 |
| 2022-09-30 | $1.1M | 15k | 78.99 |
| 2022-06-30 | $1.1M | 14k | 76.06 |
| 2022-03-31 | $1.2M | 14k | 87.38 |
| 2021-12-31 | $1.3M | 13k | 98.16 |
More positions owned by Compton Wealth Advisory Group
View all positions for Compton Wealth Advisory Group