Morgan Stanley shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9k | 31 | 158.97 |
| 2025-06-30 | $4.5k | 32 | 140.88 |
| 2025-03-31 | $2.1k | 18 | 116.67 |
| 2023-06-30 | $1.0k | 12 | 87.17 |
| 2023-03-31 | $1.1k | 12 | 87.83 |
| 2022-12-31 | $34k | 400 | 85.02 |
| 2022-09-30 | $32k | 400 | 80.00 |
| 2022-06-30 | $30k | 400 | 75.00 |
| 2022-03-31 | $999 | 12 | 83.33 |
| 2021-06-30 | $8.0k | 83 | 96.39 |
| 2021-03-31 | $1.0k | 15 | 66.67 |