MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 82,773 Value ($000) $14,695 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 77,694 Value ($000) $12,350 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 74,318 Value ($000) $10,468 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 70,292 Value ($000) $8,201 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 48,829 Value ($000) $6,139 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 50,770 Value ($000) $5,292 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 47,211 Value ($000) $4,588 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 44,553 Value ($000) $4,195 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 42,499 Value ($000) $3,963 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 39,872 Value ($000) $3,256 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 37,623 Value ($000) $3,213 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 38,780 Value ($000) $3,405 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 35,349 Value ($000) $3,005 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 34,014 Value ($000) $2,687 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 35,108 Value ($000) $2,670 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 26,009 Value ($000) $2,273 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 25,616 Value ($000) $2,515 Avg Close $86.77 Range $81.94 - $91.95