Morgan Stanley shares owned by Wealth Alliance
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $376k | 4.0k | 93.25 |
| 2023-09-30 | $330k | 4.0k | 81.68 |
| 2023-06-30 | $392k | 4.6k | 85.41 |
| 2023-03-31 | $466k | 5.3k | 87.80 |
| 2022-12-31 | $417k | 4.9k | 85.03 |
| 2022-09-30 | $388k | 4.9k | 79.01 |
| 2022-06-30 | $364k | 4.8k | 76.19 |
| 2022-03-31 | $411k | 4.7k | 87.37 |
| 2021-12-31 | $573k | 5.8k | 98.19 |
| 2021-09-30 | $575k | 5.9k | 97.40 |
| 2021-06-30 | $613k | 6.7k | 91.68 |
| 2021-03-31 | $576k | 7.4k | 77.71 |
| 2020-12-31 | $511k | 7.5k | 68.54 |
| 2020-09-30 | $324k | 6.7k | 48.39 |
| 2020-06-30 | $351k | 7.3k | 48.33 |