MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

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

Q4 2025
Shares 151,496 Value ($000) $27 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 152,933 Value ($000) $24 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 154,906 Value ($000) $22 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 154,738 Value ($000) $18 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 153,040 Value ($000) $19 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 157,732 Value ($000) $16 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 157,336 Value ($000) $15 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 162,241 Value ($000) $15 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 157,580 Value ($000) $15 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 151,795 Value ($000) $12 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 147,606 Value ($000) $13 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 140,299 Value ($000) $12 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 105,090 Value ($000) $9 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 108,605 Value ($000) $8,581 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 107,862 Value ($000) $8,204 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 105,256 Value ($000) $9,199 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 95,674 Value ($000) $9,391 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 79,012 Value ($000) $7,689 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 66,647 Value ($000) $6,111 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 50,731 Value ($000) $3,940 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 34,068 Value ($000) $2,335 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 35,172 Value ($000) $1,701 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 35,909 Value ($000) $1,734 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 36,085 Value ($000) $1,227 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 37,125 Value ($000) $1,898 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 36,971 Value ($000) $1,578 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 36,725 Value ($000) $1,609 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 33,095 Value ($000) $1,397 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 26,575 Value ($000) $1,054 Avg Close $35.01 Range $29.55 - $38.29
Q3 2018
Shares 29,085 Value ($000) $1,354 Avg Close $38.94 Range $36.75 - $40.98
Q2 2018
Shares 27,865 Value ($000) $1,321 Avg Close $41.43 Range $37.41 - $44.18
Q1 2018
Shares 22,190 Value ($000) $1,197 Avg Close $43.68 Range $39.53 - $46.93
Q4 2017
Shares 15,775 Value ($000) $828 Avg Close $39.73 Range $37.31 - $42.69
Q3 2017
Shares 12,830 Value ($000) $618 Avg Close $36.26 Range $34.33 - $38.29
Q2 2017
Shares 5,345 Value ($000) $238 Avg Close $33.54 Range $31.40 - $35.81
Q1 2017
Shares 5,345 Value ($000) $229 Avg Close $34.36 Range $31.06 - $36.70
Q4 2016
Shares 5,407 Value ($000) $228 Avg Close $29.14 Range $23.75 - $33.99