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Morgan Stanley shares owned by Evoke Wealth

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

Historical chart of Evoke Wealth investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 13k 104.24
2024-03-31 $1.1M 12k 94.16
2023-12-31 $604k 6.5k 93.26
2023-09-30 $559k 6.8k 81.68
2023-06-30 $643k 7.5k 85.40
2023-03-31 $504k 5.7k 87.80
2022-12-31 $455k 5.3k 85.02
2022-09-30 $427k 5.4k 78.94
2022-06-30 $410k 5.4k 76.10
2022-03-31 $491k 5.6k 87.32
2021-12-31 $541k 5.5k 98.26
2021-09-30 $478k 4.9k 97.23
2021-06-30 $469k 5.1k 91.78
2021-03-31 $783k 10k 77.68
2020-12-31 $554k 8.1k 68.51
2020-09-30 $270k 5.6k 48.42
2020-06-30 $271k 5.6k 48.26
2020-03-31 $189k 5.6k 34.00
2019-12-31 $293k 5.7k 51.12
2019-09-30 $246k 5.8k 42.67