Morgan Stanley shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in Morgan Stanley
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All positions including Morgan Stanley held by Wellington Shields & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $51k | 409 | 125.72 |
| 2024-09-30 | $70k | 675 | 104.24 |
| 2024-06-30 | $61k | 626 | 97.19 |
| 2024-03-31 | $59k | 626 | 94.16 |
| 2023-12-31 | $58k | 626 | 93.25 |
| 2023-09-30 | $31k | 375 | 81.67 |
| 2023-06-30 | $17k | 200 | 85.40 |
| 2023-03-31 | $18k | 200 | 87.80 |
| 2022-12-31 | $17k | 200 | 85.02 |
| 2022-09-30 | $16k | 200 | 80.00 |
| 2022-06-30 | $57k | 750 | 76.00 |