Morgan Stanley shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $669k | 7.1k | 94.16 |
| 2023-12-31 | $663k | 7.1k | 93.25 |
| 2023-09-30 | $564k | 6.9k | 81.67 |
| 2023-06-30 | $590k | 6.9k | 85.40 |
| 2023-03-31 | $606k | 6.9k | 87.80 |
| 2022-12-31 | $584k | 6.9k | 85.02 |
| 2022-09-30 | $543k | 6.9k | 79.06 |
| 2022-06-30 | $542k | 7.1k | 76.06 |
| 2022-03-31 | $623k | 7.1k | 87.43 |
| 2021-12-31 | $696k | 7.1k | 98.12 |
| 2021-09-30 | $1.1M | 11k | 97.31 |
| 2021-06-30 | $690k | 7.2k | 95.93 |
| 2021-03-31 | $749k | 9.6k | 77.65 |
| 2020-12-31 | $693k | 10k | 68.56 |