Morgan Stanley shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Morgan Stanley
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $229k | 2.6k | 89.14 |
2023-12-31 | $213k | 2.5k | 83.90 |
2023-06-30 | $235k | 2.8k | 85.40 |
2023-03-31 | $239k | 2.7k | 87.93 |
2022-12-31 | $267k | 2.7k | 99.43 |
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