MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 49,060 Value ($000) $8,710 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 49,070 Value ($000) $7,800 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 49,570 Value ($000) $6,982 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 49,975 Value ($000) $5,831 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 53,005 Value ($000) $6,664 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 58,115 Value ($000) $6,058 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 58,275 Value ($000) $5,664 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 58,945 Value ($000) $5,550 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 60,555 Value ($000) $5,647 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 44,589 Value ($000) $3,642 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 35,160 Value ($000) $3,003 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 34,210 Value ($000) $3,004 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 37,033 Value ($000) $3,149 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 45,283 Value ($000) $3,578 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 40,133 Value ($000) $3,053 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 38,110 Value ($000) $3,331 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 35,600 Value ($000) $3,494 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 25,146 Value ($000) $2,447 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 15,510 Value ($000) $1,422 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 15,560 Value ($000) $1,208 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 15,560 Value ($000) $1,066 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 15,900 Value ($000) $768 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 15,900 Value ($000) $767 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 14,036 Value ($000) $477 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 22,036 Value ($000) $1,126 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 22,036 Value ($000) $940 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 27,336 Value ($000) $1,197 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 28,876 Value ($000) $1,218 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 28,876 Value ($000) $1,144 Avg Close $35.01 Range $29.55 - $38.29