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Morgan Stanley shares owned by SlateStone Wealth

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

Historical chart of SlateStone Wealth investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $472k 5.0k 94.08
2023-12-31 $446k 4.8k 93.21
2023-09-30 $416k 5.1k 81.70
2023-06-30 $390k 4.6k 85.49
2023-03-31 $361k 4.1k 87.90
2022-12-31 $302k 3.6k 85.02
2022-09-30 $270k 3.4k 78.88
2020-09-30 $965k 20k 48.33
2020-06-30 $492k 10k 48.38
2020-03-31 $346k 10k 34.02
2019-12-31 $504k 9.9k 51.16
2019-09-30 $628k 15k 42.66
2019-06-30 $645k 15k 43.82
2019-03-31 $955k 23k 42.21