Morgan Stanley shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $1.7M | 20k | 85.02 |
| 2022-09-30 | $1.6M | 20k | 79.01 |
| 2022-06-30 | $1.5M | 20k | 76.05 |
| 2022-03-31 | $1.8M | 21k | 87.42 |
| 2019-06-30 | $207k | 4.7k | 43.76 |
| 2019-03-31 | $196k | 4.6k | 42.16 |
| 2018-12-31 | $197k | 5.0k | 39.57 |
| 2018-09-30 | $232k | 5.0k | 46.63 |
| 2018-06-30 | $236k | 5.0k | 47.44 |
| 2018-03-31 | $268k | 5.0k | 53.87 |
| 2017-12-31 | $261k | 5.0k | 52.46 |
| 2017-09-30 | $259k | 5.4k | 48.19 |
| 2017-06-30 | $239k | 5.2k | 45.55 |
| 2017-03-31 | $234k | 5.4k | 43.29 |
| 2016-12-31 | $231k | 5.6k | 41.14 |
More positions owned by YorkBridge Wealth Partners
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