Morgan Stanley shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $270k | 2.6k | 104.23 |
2024-03-31 | $225k | 2.4k | 94.15 |
2023-12-31 | $230k | 2.5k | 93.24 |
2022-06-30 | $224k | 2.9k | 76.19 |
2022-03-31 | $241k | 3.1k | 77.07 |
2018-12-31 | $34k | 865 | 39.31 |
2018-09-30 | $40k | 865 | 46.24 |
2018-06-30 | $24k | 515 | 46.60 |