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Morgan Stanley shares owned by SkyOak Wealt

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt investment in Morgan Stanley

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All positions including Morgan Stanley held by SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 45k 104.24
2024-06-30 $4.3M 45k 97.19
2024-03-31 $4.3M 45k 94.16
2023-12-31 $4.1M 44k 93.25
2023-09-30 $3.6M 44k 81.67
2023-06-30 $3.8M 45k 85.40
2023-03-31 $4.0M 46k 87.80
2022-12-31 $3.9M 46k 85.02
2022-09-30 $3.7M 47k 79.01
2022-06-30 $3.6M 48k 76.05
2022-03-31 $4.2M 49k 87.39
2021-12-31 $4.7M 48k 98.17
2021-09-30 $4.6M 47k 97.31
2021-06-30 $4.3M 47k 91.70
2021-03-31 $3.9M 47k 82.73
2020-12-31 $3.2M 46k 68.52
2020-09-30 $2.3M 48k 48.34