Morgan Stanley shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $125k | 1.1k | 116.68 |
| 2024-12-31 | $133k | 1.1k | 125.70 |
| 2024-09-30 | $111k | 1.1k | 104.20 |
| 2024-06-30 | $101k | 1.0k | 97.18 |
| 2024-03-31 | $98k | 1.0k | 94.19 |
| 2023-12-31 | $97k | 1.0k | 93.21 |
| 2023-09-30 | $71k | 1.0k | 70.79 |
| 2023-06-30 | $102k | 1.2k | 85.38 |
| 2023-03-31 | $109k | 1.2k | 87.79 |
| 2022-12-31 | $96k | 1.1k | 85.03 |
| 2022-09-30 | $57k | 717 | 79.50 |
| 2022-06-30 | $45k | 586 | 76.79 |
| 2022-03-31 | $51k | 586 | 87.03 |
| 2021-12-31 | $58k | 586 | 98.98 |
| 2021-09-30 | $57k | 586 | 97.27 |
| 2021-06-30 | $126k | 1.4k | 91.64 |
| 2021-03-31 | $135k | 1.7k | 77.54 |
| 2020-12-31 | $108k | 1.6k | 68.70 |
| 2020-09-30 | $41k | 845 | 48.52 |
| 2020-06-30 | $9.0k | 191 | 47.12 |
More positions owned by Carolinas Wealth Consulting
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