Morgan Stanley shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2k | 58 | 158.97 |
| 2025-06-30 | $8.2k | 58 | 140.86 |
| 2025-03-31 | $6.8k | 58 | 116.67 |
| 2024-12-31 | $7.3k | 58 | 125.72 |
| 2024-09-30 | $6.0k | 58 | 104.24 |