MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 4,126 Value ($000) $732 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 4,048 Value ($000) $644 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 4,054 Value ($000) $571 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 4,052 Value ($000) $473 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 3,749 Value ($000) $471 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 4,079 Value ($000) $425 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 4,076 Value ($000) $396 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 4,074 Value ($000) $384 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 4,070 Value ($000) $380 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 4,347 Value ($000) $355 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 4,149 Value ($000) $354 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 3,938 Value ($000) $346 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 4,178 Value ($000) $355 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 4,102 Value ($000) $324 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 3,867 Value ($000) $294 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 3,023 Value ($000) $265 Avg Close $84.62 Range $72.05 - $96.45
Q3 2018
Shares 4,931 Value ($000) $233 Avg Close $38.94 Range $36.75 - $40.98
Q2 2018
Shares 4,931 Value ($000) $235 Avg Close $41.43 Range $37.41 - $44.18