MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Bogart Wealth, LLC's Holding History (CIK: 0001715740)

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

Q4 2025
Shares 917 Value ($000) $163 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 981 Value ($000) $156 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 955 Value ($000) $135 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 1,162 Value ($000) $136 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 1,108 Value ($000) $139 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 970 Value ($000) $101 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 970 Value ($000) $94 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 970 Value ($000) $91 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 1,577 Value ($000) $147 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 1,520 Value ($000) $124 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 1,625 Value ($000) $139 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 1,665 Value ($000) $146 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 1,561 Value ($000) $133 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 1,390 Value ($000) $110 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 925 Value ($000) $70 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 816 Value ($000) $71 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 977 Value ($000) $96 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 977 Value ($000) $95 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 1,084 Value ($000) $99 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 56,255 Value ($000) $4,369 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 42,597 Value ($000) $2,919 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 38,749 Value ($000) $1,873 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 38,704 Value ($000) $1,869 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 34,679 Value ($000) $1,179 Avg Close $39.15 Range $22.66 - $47.65