MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 30,496 Value ($000) $5,414 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 30,250 Value ($000) $4,698 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 29,680 Value ($000) $4,181 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 29,636 Value ($000) $3,458 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 28,784 Value ($000) $3,619 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 25,806 Value ($000) $2,690 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 25,096 Value ($000) $2,439 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 25,370 Value ($000) $2,389 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 25,533 Value ($000) $2,381 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 20,195 Value ($000) $1,649 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 24,359 Value ($000) $2,080 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 24,234 Value ($000) $2,128 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 24,248 Value ($000) $2,062 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 25,240 Value ($000) $1,994 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 25,541 Value ($000) $1,943 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 26,548 Value ($000) $2,320 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 26,459 Value ($000) $2,597 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 27,420 Value ($000) $2,668 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 26,789 Value ($000) $2,456 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 23,861 Value ($000) $1,853 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 27,942 Value ($000) $1,915 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 25,431 Value ($000) $1,230 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 23,665 Value ($000) $1,129 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 24,688 Value ($000) $839 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 26,231 Value ($000) $1,335 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 26,418 Value ($000) $1,136 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 21,809 Value ($000) $955 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 24,964 Value ($000) $1,076 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 36,799 Value ($000) $1,459 Avg Close $35.01 Range $29.55 - $38.29
Q3 2018
Shares 38,155 Value ($000) $1,706 Avg Close $38.94 Range $36.75 - $40.98
Q2 2018
Shares 33,452 Value ($000) $1,593 Avg Close $41.43 Range $37.41 - $44.18
Q1 2018
Shares 32,515 Value ($000) $1,755 Avg Close $43.68 Range $39.53 - $46.93
Q4 2017
Shares 32,549 Value ($000) $1,708 Avg Close $39.73 Range $37.31 - $42.69
Q3 2017
Shares 31,319 Value ($000) $1,509 Avg Close $36.26 Range $34.33 - $38.29
Q2 2017
Shares 29,966 Value ($000) $1,335 Avg Close $33.54 Range $31.40 - $35.81
Q1 2017
Shares 25,971 Value ($000) $1,113 Avg Close $34.36 Range $31.06 - $36.70
Q4 2016
Shares 20,518 Value ($000) $867 Avg Close $29.14 Range $23.75 - $33.99