Morgan Stanley shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Morgan Stanley
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All positions including Morgan Stanley held by Robertson Stephens Wealth Management 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 |
---|---|---|---|
2023-12-31 | $400k | 4.3k | 93.26 |
2023-09-30 | $354k | 4.3k | 81.67 |
2023-06-30 | $356k | 4.2k | 85.40 |
2023-03-31 | $429k | 4.9k | 87.81 |
2022-12-31 | $425k | 5.0k | 85.03 |
2022-09-30 | $398k | 5.0k | 78.83 |
2022-06-30 | $380k | 5.0k | 76.00 |
2021-09-30 | $216k | 2.2k | 96.90 |
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