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Morgan Stanley shares owned by Mosaic Family Wealth

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

Historical chart of Mosaic Family Wealth investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Mosaic Family Wealth

Quarter filed Position value Share count Share price at filing
2021-12-31 $472k 4.8k 98.13
2021-09-30 $525k 5.4k 97.22
2019-03-31 $136k 3.2k 42.22
2018-12-31 $120k 3.0k 39.75
2018-09-30 $135k 3.0k 44.72
2018-06-30 $162k 3.4k 47.54
2018-03-31 $178k 3.3k 53.81
2017-12-31 $162k 3.1k 52.61
2017-09-30 $688k 14k 48.20
2017-06-30 $451k 10k 44.57
2017-03-31 $391k 9.1k 42.86
2016-12-31 $284k 6.7k 42.24
2016-09-30 $385k 12k 32.02
2016-06-30 $328k 13k 25.99
2016-03-31 $122k 4.9k 24.82
2015-12-31 $140k 4.4k 31.72