MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 2,058 Value ($000) $366 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 2,058 Value ($000) $327 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 2,058 Value ($000) $290 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 2,058 Value ($000) $240 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 2,059 Value ($000) $259 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 2,056 Value ($000) $214 Avg Close $96.90 Range $87.77 - $104.37
Q4 2022
Shares 2,403 Value ($000) $204 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 2,878 Value ($000) $227 Avg Close $75.24 Range $63.87 - $82.59