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Morgan Stanley shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 22k 104.24
2024-06-30 $2.1M 22k 97.19
2024-03-31 $2.0M 21k 94.16
2023-12-31 $2.0M 22k 93.25
2023-09-30 $3.1M 38k 81.67
2023-06-30 $2.5M 29k 85.40
2023-03-31 $2.6M 30k 87.80
2022-12-31 $1.4M 17k 85.02
2022-09-30 $1.3M 17k 79.02
2022-06-30 $3.2M 43k 76.07
2022-03-31 $9.5M 108k 87.40
2021-12-31 $4.2M 42k 98.15
2021-09-30 $4.2M 43k 97.31