Morgan Stanley shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $278k | 2.2k | 125.72 |
| 2024-09-30 | $230k | 2.2k | 104.24 |
| 2024-06-30 | $215k | 2.2k | 97.19 |
| 2024-03-31 | $208k | 2.2k | 94.16 |
| 2023-12-31 | $205k | 2.2k | 93.25 |
| 2022-03-31 | $224k | 2.5k | 90.10 |