MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 11,837 Value ($000) $2,101 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 11,600 Value ($000) $1,844 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 11,664 Value ($000) $1,643 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 11,640 Value ($000) $1,358 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 11,627 Value ($000) $1,462 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 11,674 Value ($000) $1,217 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 11,644 Value ($000) $1,132 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 11,640 Value ($000) $1,096 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 11,636 Value ($000) $1,085 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 11,630 Value ($000) $950 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 11,625 Value ($000) $993 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 12,565 Value ($000) $1,103 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 12,561 Value ($000) $1,068 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 12,588 Value ($000) $995 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 12,588 Value ($000) $957 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 12,588 Value ($000) $1,100 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 12,585 Value ($000) $1,235 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 12,457 Value ($000) $1,212 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 13,187 Value ($000) $1,209 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 13,763 Value ($000) $1,069 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 13,763 Value ($000) $943 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 14,253 Value ($000) $689 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 14,253 Value ($000) $688 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 14,253 Value ($000) $485 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 14,253 Value ($000) $729 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 13,673 Value ($000) $583 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 10,540 Value ($000) $462 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 10,540 Value ($000) $445 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 8,968 Value ($000) $336 Avg Close $35.01 Range $29.55 - $38.29