Morgan Stanley shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.9M | 36k | 81.67 |
| 2023-06-30 | $3.5M | 42k | 85.40 |
| 2023-03-31 | $3.6M | 41k | 87.80 |
| 2022-12-31 | $3.7M | 43k | 85.02 |
| 2022-09-30 | $3.3M | 42k | 79.01 |
| 2022-06-30 | $3.4M | 45k | 76.06 |
| 2022-03-31 | $3.8M | 44k | 87.39 |
| 2021-12-31 | $4.2M | 43k | 98.16 |
| 2021-09-30 | $4.1M | 42k | 97.32 |
| 2021-06-30 | $4.0M | 44k | 91.70 |
| 2021-03-31 | $3.4M | 43k | 77.65 |
| 2020-12-31 | $2.9M | 43k | 68.54 |
| 2020-09-30 | $1.6M | 33k | 48.36 |
| 2020-06-30 | $1.6M | 34k | 48.30 |
| 2020-03-31 | $1.1M | 33k | 34.00 |
| 2019-12-31 | $2.0M | 38k | 51.13 |
| 2019-09-30 | $1.6M | 37k | 42.67 |
| 2019-06-30 | $1.3M | 31k | 43.81 |
| 2019-03-31 | $1.2M | 27k | 42.20 |
| 2018-12-31 | $988k | 25k | 39.66 |
| 2018-09-30 | $1.0M | 22k | 46.57 |
| 2018-06-30 | $797k | 17k | 47.42 |
| 2018-03-31 | $889k | 17k | 53.95 |
| 2017-12-31 | $812k | 16k | 52.50 |