Morgan Stanley shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $30k | 143 | 209.04 |
| 2026-03-31 | $24k | 146 | 164.57 |
| 2025-12-31 | $21k | 119 | 177.53 |
| 2025-09-30 | $17k | 104 | 158.96 |
| 2025-06-30 | $13k | 89 | 140.87 |
| 2025-03-31 | $14k | 123 | 116.67 |
| 2024-12-31 | $16k | 128 | 125.72 |
| 2024-09-30 | $12k | 111 | 104.24 |
| 2024-06-30 | $11k | 111 | 97.19 |
| 2024-03-31 | $11k | 111 | 94.16 |
| 2023-12-31 | $10k | 111 | 93.25 |
| 2023-09-30 | $9.1k | 111 | 81.67 |
| 2023-06-30 | $9.5k | 111 | 85.40 |
| 2023-03-31 | $9.7k | 111 | 87.80 |
| 2022-12-31 | $13k | 156 | 85.02 |
| 2022-09-30 | $12k | 156 | 79.01 |
| 2022-06-30 | $12k | 156 | 76.06 |
| 2022-03-31 | $14k | 156 | 87.40 |
| 2021-12-31 | $25k | 250 | 98.16 |
| 2021-09-30 | $29k | 293 | 97.31 |
| 2021-06-30 | $37k | 404 | 91.69 |
| 2021-03-31 | $31k | 404 | 77.66 |
| 2020-12-31 | $28k | 409 | 68.53 |
| 2020-09-30 | $15k | 316 | 48.35 |
| 2020-06-30 | $7.5k | 156 | 48.30 |
| 2020-03-31 | $5.0k | 148 | 34.00 |
| 2019-12-31 | $46k | 896 | 51.12 |
| 2019-09-30 | $38k | 896 | 42.67 |
| 2019-03-31 | $4.3k | 101 | 42.20 |
| 2018-12-31 | $4.0k | 101 | 39.65 |
| 2018-09-30 | $4.7k | 101 | 46.57 |
| 2018-06-30 | $4.8k | 101 | 47.40 |
| 2018-03-31 | $5.5k | 101 | 53.96 |
| 2016-12-31 | $1.5k | 36 | 42.25 |
| 2016-09-30 | $1.2k | 36 | 32.06 |
| 2016-06-30 | $934 | 36 | 25.97 |
| 2016-03-31 | $900 | 36 | 25.00 |
| 2015-12-31 | $1.1k | 36 | 31.81 |
| 2015-09-30 | $1.1k | 36 | 31.50 |