MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 1,680 Value ($000) $298 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 1,547 Value ($000) $246 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 1,657 Value ($000) $233 Avg Close $120.96 Range $92.37 - $140.07
Q1 2023
Shares 3,467 Value ($000) $300 Avg Close $84.81 Range $74.44 - $91.99
Q3 2021
Shares 100 Value ($000) $10 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 56 Value ($000) $5 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 106 Value ($000) $7 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 106 Value ($000) $7 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 105 Value ($000) $5 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 104 Value ($000) $5 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 30 Value ($000) $1 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 41 Value ($000) $2 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 54 Value ($000) $2 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 54 Value ($000) $2 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 65 Value ($000) $2 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 756 Value ($000) $29 Avg Close $35.01 Range $29.55 - $38.29