Morgan Stanley shares owned by Planned Solutions
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $238k | 2.5k | 94.16 |
2023-12-31 | $236k | 2.5k | 93.25 |
2023-09-30 | $207k | 2.5k | 81.67 |
2023-06-30 | $237k | 2.8k | 85.40 |
2023-03-31 | $243k | 2.8k | 87.80 |
2022-12-31 | $232k | 2.7k | 85.02 |
2022-09-30 | $216k | 2.7k | 79.06 |
2022-06-30 | $208k | 2.7k | 76.13 |
2022-03-31 | $241k | 2.8k | 87.41 |
2021-12-31 | $276k | 2.8k | 98.33 |
2021-06-30 | $253k | 2.8k | 91.77 |
2021-03-31 | $214k | 2.8k | 77.62 |
2020-12-31 | $97k | 1.4k | 68.70 |
2020-09-30 | $65k | 1.4k | 48.08 |