MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 4,519 Value ($000) $802 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 4,717 Value ($000) $750 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 3,632 Value ($000) $512 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 4,728 Value ($000) $552 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 4,526 Value ($000) $569 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 6,924 Value ($000) $722 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 6,519 Value ($000) $634 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 6,314 Value ($000) $595 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 6,710 Value ($000) $626 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 5,904 Value ($000) $482 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 5,800 Value ($000) $495 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 4,900 Value ($000) $430 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 4,600 Value ($000) $391 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 4,300 Value ($000) $340 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 4,000 Value ($000) $304 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 3,700 Value ($000) $323 Avg Close $84.62 Range $72.05 - $96.45
Q2 2021
Shares 2,300 Value ($000) $211 Avg Close $73.70 Range $65.34 - $81.12