Morgan Stanley shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in Morgan Stanley
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All positions including Morgan Stanley held by Willow Creek Wealth Management 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 |
---|---|---|---|
2023-09-30 | $226k | 2.8k | 81.67 |
2023-06-30 | $236k | 2.8k | 85.40 |
2023-03-31 | $241k | 2.7k | 87.80 |
2022-12-31 | $229k | 2.7k | 84.91 |
More positions owned by Willow Creek Wealth Management
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