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Morgan Stanley shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Morgan Stanley

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All positions including Morgan Stanley held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $20k 192 104.24
2024-06-30 $19k 192 97.19
2024-03-31 $18k 192 94.16
2023-12-31 $18k 192 93.25

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
American Express Company (AXP)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Us Quan Value (QVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Kathleen S. Wright Associates

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