Morgan Stanley shares owned by Roundview Capital
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $362k | 3.7k | 97.19 |
| 2024-03-31 | $334k | 3.5k | 94.16 |
| 2023-12-31 | $463k | 5.0k | 93.25 |
| 2023-09-30 | $484k | 5.9k | 81.67 |
| 2023-06-30 | $568k | 6.7k | 85.40 |
| 2023-03-31 | $492k | 5.6k | 87.80 |
| 2022-12-31 | $405k | 4.8k | 85.02 |
| 2022-09-30 | $376k | 4.8k | 79.01 |
| 2022-06-30 | $329k | 4.3k | 76.09 |
| 2022-03-31 | $261k | 3.0k | 87.47 |
| 2021-12-31 | $301k | 3.1k | 98.30 |
| 2021-09-30 | $217k | 2.2k | 97.18 |
| 2021-06-30 | $204k | 2.2k | 91.73 |
| 2011-03-31 | $3.5M | 127k | 27.32 |
| 2010-12-31 | $3.4M | 126k | 27.21 |