Morgan Stanley shares owned by Lee Financial
Historical chart of Lee Financial investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 10k | 177.53 |
| 2025-09-30 | $1.9M | 12k | 158.96 |
| 2025-06-30 | $1.6M | 12k | 140.86 |
| 2025-03-31 | $1.2M | 10k | 116.67 |
| 2024-12-31 | $1.5M | 12k | 125.72 |
| 2024-09-30 | $1.2M | 12k | 104.24 |
| 2024-06-30 | $1.0M | 11k | 97.19 |
| 2024-03-31 | $1.5M | 16k | 94.16 |
| 2023-12-31 | $1.5M | 16k | 93.25 |
| 2023-09-30 | $446k | 5.5k | 81.67 |
| 2023-06-30 | $14k | 161 | 85.40 |
| 2023-03-31 | $28k | 317 | 87.80 |
| 2022-12-31 | $20k | 231 | 85.02 |
| 2022-09-30 | $22k | 272 | 78.95 |
| 2022-06-30 | $18k | 225 | 78.43 |
| 2022-03-31 | $2.0k | 22 | 90.91 |
| 2021-12-31 | $11k | 113 | 97.35 |
| 2020-09-30 | $6.0k | 131 | 45.80 |
| 2020-06-30 | $3.0k | 63 | 47.62 |
| 2020-03-31 | $2.0k | 63 | 31.75 |
| 2019-12-31 | $3.0k | 63 | 47.62 |
| 2019-09-30 | $3.0k | 63 | 47.62 |
| 2019-06-30 | $3.0k | 63 | 47.62 |
| 2019-03-31 | $3.0k | 63 | 47.62 |