Morgan Stanley shares owned by Waterfront Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Waterfront Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Waterfront Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.8M | 15k | 119.26 |
2024-06-30 | $1.5M | 15k | 97.19 |
2024-03-31 | $1.4M | 15k | 92.50 |
2023-12-31 | $1.4M | 15k | 93.25 |
2023-09-30 | $1.0M | 15k | 71.38 |
2023-06-30 | $1.3M | 14k | 95.44 |
2023-03-31 | $1.1M | 12k | 87.80 |
2022-12-31 | $1.2M | 12k | 96.86 |
2022-09-30 | $1.0M | 13k | 82.25 |
2022-06-30 | $1.1M | 14k | 76.08 |
2022-03-31 | $856k | 10k | 84.18 |
2021-12-31 | $670k | 6.8k | 98.10 |
2021-09-30 | $471k | 4.8k | 97.25 |
2021-06-30 | $352k | 3.8k | 91.60 |
2021-03-31 | $298k | 3.8k | 78.34 |
2020-12-31 | $261k | 3.8k | 68.61 |