Morgan Stanley shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $605k | 3.7k | 164.00 |
| 2025-06-30 | $524k | 3.7k | 143.18 |
| 2025-03-31 | $429k | 3.7k | 116.67 |
| 2024-12-31 | $462k | 3.7k | 125.72 |
| 2024-09-30 | $512k | 3.9k | 131.51 |
| 2024-06-30 | $406k | 3.9k | 104.20 |
| 2024-03-31 | $354k | 3.9k | 90.83 |
| 2023-12-31 | $334k | 3.9k | 85.88 |
| 2023-09-30 | $326k | 4.0k | 81.68 |
| 2023-06-30 | $332k | 4.0k | 83.40 |
| 2023-03-31 | $273k | 3.1k | 87.81 |
| 2022-12-31 | $263k | 3.1k | 85.01 |
| 2022-09-30 | $325k | 4.1k | 79.08 |
| 2022-06-30 | $342k | 4.5k | 75.98 |
| 2022-03-31 | $368k | 4.2k | 87.31 |
| 2021-12-31 | $384k | 3.9k | 98.26 |
| 2021-09-30 | $377k | 3.9k | 97.27 |
| 2021-06-30 | $355k | 3.9k | 91.59 |
| 2021-03-31 | $222k | 2.9k | 77.49 |
| 2020-06-30 | $245k | 5.1k | 48.30 |