Morgan Stanley shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $260k | 2.5k | 104.24 |
| 2024-06-30 | $257k | 2.5k | 103.77 |
| 2024-03-31 | $231k | 2.5k | 94.17 |
| 2023-12-31 | $227k | 2.4k | 93.27 |
| 2023-09-30 | $353k | 4.3k | 81.68 |
| 2023-06-30 | $400k | 4.7k | 85.78 |
| 2023-03-31 | $328k | 3.7k | 87.79 |
| 2022-12-31 | $340k | 3.7k | 91.66 |
| 2022-09-30 | $315k | 4.0k | 78.99 |
| 2022-06-30 | $301k | 4.0k | 76.11 |
| 2022-03-31 | $335k | 3.8k | 87.44 |
| 2021-12-31 | $364k | 3.7k | 98.11 |
| 2021-09-30 | $359k | 3.7k | 97.42 |
| 2021-03-31 | $363k | 4.7k | 77.68 |
| 2020-12-31 | $436k | 6.4k | 68.51 |
More positions owned by Kaizen Financial Strategies
View all positions for Kaizen Financial Strategies