MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 5,341 Value ($000) $948 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 6,174 Value ($000) $981 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 6,160 Value ($000) $868 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 6,006 Value ($000) $701 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 6,358 Value ($000) $799 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 5,979 Value ($000) $623 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 7,001 Value ($000) $680 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 5,894 Value ($000) $555 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 5,822 Value ($000) $543 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 5,561 Value ($000) $454 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 5,653 Value ($000) $483 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 5,759 Value ($000) $506 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 5,846 Value ($000) $497 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 4,670 Value ($000) $369 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 4,122 Value ($000) $313 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 4,666 Value ($000) $408 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 4,562 Value ($000) $448 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 4,460 Value ($000) $434 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 3,805 Value ($000) $349 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 3,702 Value ($000) $287 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 3,484 Value ($000) $239 Avg Close $48.82 Range $39.28 - $58.80
Q1 2019
Shares 4,137 Value ($000) $175 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 3,188 Value ($000) $126 Avg Close $35.01 Range $29.55 - $38.29
Q3 2018
Shares 4,372 Value ($000) $203 Avg Close $38.94 Range $36.75 - $40.98
Q2 2018
Shares 4,339 Value ($000) $209 Avg Close $41.43 Range $37.41 - $44.18
Q1 2018
Shares 2,731 Value ($000) $147 Avg Close $43.68 Range $39.53 - $46.93
Q4 2017
Shares 2,735 Value ($000) $143 Avg Close $39.73 Range $37.31 - $42.69