Morgan Stanley shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Personal Cfo Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $598k | 7.3k | 81.68 |
2023-06-30 | $612k | 7.2k | 85.40 |
2023-03-31 | $572k | 6.5k | 87.80 |
2022-12-31 | $537k | 6.3k | 85.01 |
2022-09-30 | $522k | 6.6k | 78.95 |
2022-06-30 | $497k | 6.5k | 76.11 |
2022-03-31 | $561k | 6.4k | 87.42 |
2021-12-31 | $530k | 5.4k | 98.15 |
2021-09-30 | $526k | 5.4k | 97.30 |
2021-06-30 | $578k | 6.3k | 91.62 |
2021-03-31 | $505k | 6.5k | 77.73 |
2020-12-31 | $427k | 6.2k | 68.54 |
2020-09-30 | $0 | 6.7k | 0.00 |
2020-06-30 | $213k | 4.4k | 48.38 |