Morgan Stanley shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $479k | 3.0k | 158.95 |
| 2025-06-30 | $425k | 3.0k | 140.87 |
| 2025-03-31 | $385k | 3.3k | 116.66 |
| 2024-12-31 | $451k | 3.6k | 125.72 |
| 2024-09-30 | $848k | 8.1k | 104.25 |
| 2024-06-30 | $1.1M | 11k | 97.19 |
| 2024-03-31 | $1.0M | 11k | 94.16 |
| 2023-12-31 | $965k | 10k | 93.25 |
| 2023-09-30 | $831k | 10k | 81.67 |
| 2023-06-30 | $542k | 6.3k | 85.40 |
| 2023-03-31 | $541k | 6.1k | 88.30 |
| 2022-12-31 | $528k | 6.2k | 85.02 |
| 2022-09-30 | $468k | 5.9k | 78.96 |
| 2022-06-30 | $44k | 584 | 75.34 |