MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Belpointe Asset Management LLC's Holding History (CIK: 0001721242)

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

Q4 2025
Shares 17,455 Value ($000) $3,099 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 19,023 Value ($000) $3,024 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 3,570 Value ($000) $503 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 3,458 Value ($000) $403 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 7,470 Value ($000) $774 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 6,687 Value ($000) $697 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 7,587 Value ($000) $737 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 16,291 Value ($000) $1,534 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 18,558 Value ($000) $1,731 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 16,507 Value ($000) $1,348 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 10,476 Value ($000) $895 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 21,462 Value ($000) $1,884 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 13,668 Value ($000) $1,162 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 20,060 Value ($000) $1,585 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 33,421 Value ($000) $2,541 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 34,855 Value ($000) $3,045 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 18,777 Value ($000) $1,843 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 5,782 Value ($000) $563 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 5,056 Value ($000) $465 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 5,223 Value ($000) $405 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 11,085 Value ($000) $760 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 11,619 Value ($000) $562 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 11,552 Value ($000) $558 Avg Close $35.21 Range $25.96 - $43.57
Q1 2018
Shares 9,250 Value ($000) $499 Avg Close $43.68 Range $39.53 - $46.93
Q3 2017
Shares 9,638 Value ($000) $464 Avg Close $36.26 Range $34.33 - $38.29