Morgan Stanley shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 11k | 125.72 |
| 2024-09-30 | $1.1M | 10k | 104.24 |
| 2024-06-30 | $1.0M | 11k | 97.19 |
| 2024-03-31 | $994k | 11k | 94.16 |
| 2023-12-31 | $974k | 10k | 93.25 |
| 2023-09-30 | $870k | 11k | 81.67 |
| 2023-06-30 | $914k | 11k | 85.40 |
| 2023-03-31 | $855k | 9.7k | 87.80 |
| 2022-12-31 | $883k | 10k | 85.02 |
| 2022-09-30 | $825k | 10k | 78.98 |
| 2022-06-30 | $748k | 9.8k | 76.10 |
| 2022-03-31 | $852k | 9.7k | 87.47 |
| 2021-12-31 | $907k | 9.2k | 98.20 |
| 2021-09-30 | $932k | 9.6k | 97.27 |
| 2021-06-30 | $993k | 11k | 91.66 |
| 2021-03-31 | $889k | 11k | 77.69 |
| 2020-12-31 | $977k | 14k | 68.50 |
| 2020-09-30 | $667k | 14k | 48.34 |
| 2020-06-30 | $638k | 13k | 48.30 |
| 2020-03-31 | $340k | 10k | 34.02 |
| 2019-09-30 | $2.0k | 41 | 48.78 |