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Morgan Stanley shares owned by R. M. Davis

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by R. M. Davis from 13F filings

Historical chart of R. M. Davis investment in Morgan Stanley

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All positions including Morgan Stanley held by R. M. Davis consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by R. M. Davis

Quarter filed Position value Share count Share price at filing
2024-06-30 $581k 6.0k 97.19
2024-03-31 $466k 4.9k 94.16
2023-12-31 $461k 4.9k 93.25
2023-09-30 $404k 4.9k 81.65
2023-06-30 $423k 4.9k 85.49
2023-03-31 $430k 4.9k 87.72
2022-12-31 $424k 5.0k 85.11
2022-09-30 $323k 4.1k 79.03
2022-06-30 $302k 4.0k 76.05
2022-03-31 $347k 4.0k 87.38
2021-12-31 $390k 4.0k 98.21
2021-09-30 $422k 4.3k 97.39
2021-06-30 $364k 4.0k 91.66
2021-03-31 $311k 4.0k 77.77
2020-12-31 $272k 4.0k 68.50
2018-03-31 $205k 3.8k 54.09
2017-03-31 $226k 5.3k 42.79
2016-09-30 $265k 8.3k 32.02
2016-06-30 $215k 8.3k 25.98
2015-12-31 $207k 6.5k 31.85
2015-09-30 $205k 6.5k 31.44