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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

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All positions including Morgan Stanley held by Compton Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Compton Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
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