MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 271,375 Value ($000) $48,177 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 259,311 Value ($000) $41,220 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 200,218 Value ($000) $28,203 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 187,793 Value ($000) $21,910 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 60,148 Value ($000) $7,562 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 57,933 Value ($000) $6,039 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 46,784 Value ($000) $4,547 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 43,094 Value ($000) $4,058 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 57,947 Value ($000) $5,404 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 25,993 Value ($000) $2,123 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 26,150 Value ($000) $2,233 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 24,748 Value ($000) $2,173 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 19,661 Value ($000) $1,672 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 24,884 Value ($000) $1,095 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 25,810 Value ($000) $1,148 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 29,756 Value ($000) $1,604 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 31,836 Value ($000) $1,790 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 11,575 Value ($000) $873 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 31,361 Value ($000) $1,617 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 29,042 Value ($000) $1,220 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 28,352 Value ($000) $1,105 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 7,223 Value ($000) $349 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 6,668 Value ($000) $322 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 6,455 Value ($000) $219 Avg Close $39.15 Range $22.66 - $47.65
Q3 2018
Shares 5,368 Value ($000) $250 Avg Close $38.94 Range $36.75 - $40.98
Q2 2018
Shares 5,368 Value ($000) $254 Avg Close $41.43 Range $37.41 - $44.18
Q1 2018
Shares 6,090 Value ($000) $329 Avg Close $43.68 Range $39.53 - $46.93
Q4 2017
Shares 110,097 Value ($000) $5,777 Avg Close $39.73 Range $37.31 - $42.69
Q3 2017
Shares 105,028 Value ($000) $5,059 Avg Close $36.26 Range $34.33 - $38.29
Q2 2017
Shares 101,771 Value ($000) $4,535 Avg Close $33.54 Range $31.40 - $35.81
Q1 2017
Shares 94,059 Value ($000) $4,029 Avg Close $34.36 Range $31.06 - $36.70
Q4 2016
Shares 86,938 Value ($000) $3,673 Avg Close $29.14 Range $23.75 - $33.99
Q3 2016
Shares 41,658 Value ($000) $1,336 Avg Close $22.85 Range $18.72 - $24.89