Morgan Stanley shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Curi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $253k | 2.7k | 93.25 |
2023-06-30 | $334k | 3.9k | 85.39 |
2023-03-31 | $354k | 4.0k | 87.80 |
2022-12-31 | $393k | 4.6k | 85.02 |
2022-09-30 | $562k | 7.1k | 79.03 |
2022-06-30 | $444k | 5.8k | 76.01 |
2022-03-31 | $499k | 5.7k | 87.24 |
2021-12-31 | $415k | 4.2k | 98.16 |
2021-09-30 | $399k | 4.1k | 97.08 |
2021-06-30 | $376k | 4.1k | 91.51 |
2021-03-31 | $318k | 4.1k | 77.45 |
2020-12-31 | $281k | 4.1k | 68.52 |