Ownership history in Baugh & Associates, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Baugh & Associates, LLC reported a position in MORGAN STANLEY (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 | 62,022 | -1,934 | -3.0% | 4.99% | $10.1M | $176.56 |
| 2025 Q3 | REDUCED | 63,956 | -2,188 | -3.3% | 4.61% | $9.3M | $157.13 |
| 2025 Q2 | REDUCED | 66,144 | -3,136 | -4.5% | 4.46% | $8.6M | $138.28 |
| 2025 Q1 | REDUCED | 69,280 | -371 | -0.5% | 3.92% | $7.7M | $113.62 |
| 2024 Q4 | REDUCED | 69,651 | -134 | -0.2% | 4.38% | $8.4M | $121.63 |
| 2024 Q3 | ADDED | 69,785 | +629 | +0.9% | 3.62% | $7.0M | $100.05 |
| 2024 Q2 | REDUCED | 69,156 | -3,345 | -4.6% | 3.65% | $7.0M | $92.46 |
| 2024 Q1 | REDUCED | 72,501 | -205 | -0.3% | 3.63% | $6.8M | $88.75 |
| 2023 Q4 | ADDED | 72,706 | +1,167 | +1.6% | 3.90% | $6.8M | $87.04 |
| 2023 Q3 | REDUCED | 71,539 | -140 | -0.2% | 3.65% | $5.8M | $75.31 |
As of 2025 Q4 — sorted by position size