Ownership history in APPLETON PARTNERS INC/MA · 58 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in MORGAN STANLEY DEAN WITTER DIS COMMON (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 151,496 | -1,437 | -0.9% | 1.77% | $26.9M | $176.56 |
| 2025 Q3 | REDUCED | 152,933 | -1,973 | -1.3% | 1.63% | $24.3M | $157.13 |
| 2025 Q2 | ADDED | 154,906 | +168 | +0.1% | 1.54% | $21.8M | $138.28 |
| 2025 Q1 | ADDED | 154,738 | +1,698 | +1.1% | 1.40% | $18.1M | $113.62 |
| 2024 Q4 | REDUCED | 153,040 | -4,692 | -3.0% | 1.42% | $19.2M | $121.63 |
| 2024 Q3 | ADDED | 157,732 | +396 | +0.3% | 1.21% | $16.4M | $100.05 |
| 2024 Q2 | REDUCED | 157,336 | -4,905 | -3.0% | 1.18% | $15.3M | $92.46 |
| 2024 Q1 | ADDED | 162,241 | +4,661 | +3.0% | 1.19% | $15.3M | $88.75 |
| 2023 Q4 | ADDED | 157,580 | +5,785 | +3.8% | 1.18% | $14.7M | $87.04 |
| 2023 Q3 | ADDED | 151,795 | +4,189 | +2.8% | 1.10% | $12.4M | $75.31 |
As of 2025 Q4 — sorted by position size