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Morgan Stanley shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Morgan Stanley

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All positions including Morgan Stanley held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 118 104.24
2024-06-30 $12k 118 104.81
2024-03-31 $9.2k 98 94.16
2023-12-31 $9.1k 98 93.26
2023-09-30 $8.0k 98 81.67
2023-06-30 $8.4k 98 85.40
2023-03-31 $8.6k 98 87.80
2022-12-31 $8.3k 98 85.02
2022-09-30 $8.0k 98 81.63
2022-06-30 $7.0k 98 71.43
2021-12-31 $3.0k 31 96.77