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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
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