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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

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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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Quarterly reported holdings in Morgan Stanley by River Wealth Advisors

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