MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 5,440 Value ($000) $966 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 5,436 Value ($000) $864 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 5,431 Value ($000) $765 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 5,426 Value ($000) $633 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 5,432 Value ($000) $683 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 5,417 Value ($000) $565 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 5,779 Value ($000) $562 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 5,773 Value ($000) $544 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 5,766 Value ($000) $538 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 5,759 Value ($000) $470 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 5,752 Value ($000) $491 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 5,746 Value ($000) $505 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 5,941 Value ($000) $505 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 6,283 Value ($000) $496 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 8,089 Value ($000) $615 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 3,613 Value ($000) $316 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 3,509 Value ($000) $344 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 3,504 Value ($000) $340,992 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 3,500 Value ($000) $320,915 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 3,997 Value ($000) $310,443 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 3,581 Value ($000) $245 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 3,536 Value ($000) $170,956 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 3,482 Value ($000) $168,171 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 3,276 Value ($000) $111,391 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 4,153 Value ($000) $212,277 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 4,118 Value ($000) $175 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 4,128 Value ($000) $180,859 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 4,124 Value ($000) $174,048 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 3,020 Value ($000) $119 Avg Close $35.01 Range $29.55 - $38.29
Q3 2018
Shares 3,016 Value ($000) $140 Avg Close $38.94 Range $36.75 - $40.98