MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 45,168 Value ($000) $8,019 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 46,704 Value ($000) $7,424 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 46,531 Value ($000) $6,554 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 47,764 Value ($000) $5,573 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 49,065 Value ($000) $6,168 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 49,418 Value ($000) $5,151 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 46,468 Value ($000) $4,516 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 27,639 Value ($000) $2,603 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 27,908 Value ($000) $2,602 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 50,435 Value ($000) $4,119 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 41,261 Value ($000) $3,524 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 13,627 Value ($000) $1,196 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 13,175 Value ($000) $1,120 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 8,750 Value ($000) $691,300 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 4,444 Value ($000) $338,011 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 5,356 Value ($000) $468,114 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 5,265 Value ($000) $516,812 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 3,435 Value ($000) $334,260 Avg Close $85.71 Range $74.82 - $91.84