Morgan Stanley shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $428k | 4.1k | 104.24 |
| 2024-06-30 | $350k | 3.6k | 97.20 |
| 2024-03-31 | $337k | 3.6k | 94.15 |
| 2023-12-31 | $367k | 3.9k | 93.24 |
| 2023-09-30 | $307k | 3.8k | 81.68 |
| 2023-06-30 | $338k | 4.0k | 85.40 |
| 2023-03-31 | $349k | 4.0k | 87.81 |
| 2022-12-31 | $281k | 3.3k | 85.01 |
| 2022-09-30 | $491k | 6.2k | 79.04 |
| 2022-06-30 | $469k | 6.2k | 76.14 |
| 2022-03-31 | $765k | 8.8k | 87.38 |
| 2021-12-31 | $645k | 6.6k | 98.22 |
| 2021-09-30 | $275k | 2.8k | 97.41 |
| 2021-06-30 | $259k | 2.8k | 91.75 |
| 2021-03-31 | $219k | 2.8k | 77.58 |
| 2020-12-31 | $181k | 2.6k | 68.41 |
| 2020-06-30 | $0 | 2.7k | 0.00 |
| 2019-12-31 | $135k | 2.6k | 51.02 |