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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

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All positions including Morgan Stanley held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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