Morgan Stanley shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $112k | 1.2k | 94.16 |
2023-12-31 | $110k | 1.2k | 93.25 |
2023-09-30 | $97k | 1.2k | 81.67 |
2023-06-30 | $104k | 1.2k | 85.40 |
2023-03-31 | $106k | 1.2k | 87.80 |
2022-12-31 | $103k | 1.2k | 85.02 |