Morgan Stanley shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $471k | 3.7k | 125.73 |
| 2024-09-30 | $425k | 4.1k | 104.24 |
| 2024-06-30 | $396k | 4.1k | 97.19 |
| 2024-03-31 | $384k | 4.1k | 94.15 |
| 2023-12-31 | $380k | 4.1k | 93.26 |
| 2023-09-30 | $355k | 4.3k | 81.67 |
| 2023-06-30 | $354k | 4.1k | 85.40 |
| 2023-03-31 | $346k | 3.9k | 87.79 |
| 2022-12-31 | $355k | 4.2k | 85.02 |
| 2022-09-30 | $324k | 4.1k | 78.99 |
| 2022-06-30 | $294k | 3.9k | 76.03 |
| 2022-03-31 | $265k | 3.0k | 87.66 |
| 2018-09-30 | $233k | 4.9k | 47.25 |
| 2018-06-30 | $235k | 4.9k | 47.66 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners