Morgan Stanley shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $332k | 3.2k | 104.24 |
| 2024-06-30 | $301k | 3.1k | 97.19 |
| 2024-03-31 | $298k | 3.2k | 94.16 |
| 2023-12-31 | $282k | 3.0k | 93.25 |
| 2023-09-30 | $244k | 3.0k | 81.67 |
| 2023-06-30 | $244k | 2.9k | 85.40 |
| 2023-03-31 | $251k | 2.9k | 87.80 |
| 2022-12-31 | $247k | 2.9k | 85.02 |
| 2022-09-30 | $213k | 2.7k | 78.89 |
| 2022-06-30 | $205k | 2.7k | 75.93 |
| 2022-03-31 | $236k | 2.7k | 87.41 |
| 2021-12-31 | $294k | 3.0k | 98.00 |
| 2021-09-30 | $292k | 3.0k | 97.33 |
| 2021-06-30 | $275k | 3.0k | 91.67 |
| 2021-03-31 | $233k | 3.0k | 77.67 |
| 2020-12-31 | $206k | 3.0k | 68.67 |