Morgan Stanley shares owned by SkyOak Wealt
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 |
|---|---|---|---|
| 2025-09-30 | $6.7M | 42k | 158.96 |
| 2025-06-30 | $6.0M | 43k | 140.86 |
| 2025-03-31 | $5.0M | 43k | 116.67 |
| 2024-12-31 | $5.5M | 44k | 125.72 |
| 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 |