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Morgan Stanley shares owned by Welch & Forbes

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Welch & Forbes from 13F filings

Historical chart of Welch & Forbes investment in Morgan Stanley

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All positions including Morgan Stanley held by Welch & Forbes consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Welch & Forbes

Quarter filed Position value Share count Share price at filing
2024-09-30 $660k 6.3k 104.24
2024-06-30 $650k 6.4k 101.43
2024-03-31 $590k 6.3k 94.16
2023-12-31 $584k 6.3k 93.25
2023-09-30 $581k 7.1k 81.67
2023-06-30 $595k 7.0k 85.40
2023-03-31 $676k 7.7k 87.80
2022-12-31 $690k 8.1k 85.02
2022-09-30 $657k 8.3k 78.98
2022-06-30 $552k 7.3k 76.04
2022-03-31 $646k 7.4k 87.43
2021-12-31 $725k 7.4k 98.12
2021-09-30 $704k 7.2k 97.33
2021-06-30 $663k 7.2k 91.66
2021-03-31 $471k 6.1k 77.77
2014-06-30 $214k 6.6k 32.30