MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

VALLEY WEALTH MANAGERS, INC.'s Holding History (CIK: 0000924166)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 193,697 Value ($000) $34,387 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 195,498 Value ($000) $31,076 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 198,396 Value ($000) $27,946 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 202,446 Value ($000) $23,619 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 208,973 Value ($000) $26,272 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 222,518 Value ($000) $23,195 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 223,797 Value ($000) $21,751 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 238,584 Value ($000) $22,465 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 243,009 Value ($000) $22,661 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 240,790 Value ($000) $19,665 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 197,811 Value ($000) $16,893 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 199,553 Value ($000) $17,521 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 211,179 Value ($000) $17,954 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 213,827 Value ($000) $16,894 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 215,678 Value ($000) $16,404 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 210,971 Value ($000) $18,439 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 229,077 Value ($000) $22,486 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 237,132 Value ($000) $23,075 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 252,561 Value ($000) $23,157 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 268,473 Value ($000) $20,850 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 282,389 Value ($000) $19,352 Avg Close $48.82 Range $39.28 - $58.80