Morgan Stanley shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Cfm Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 13k | 158.95 |
| 2025-06-30 | $1.6M | 12k | 140.86 |
| 2025-03-31 | $1.2M | 11k | 116.67 |
| 2024-12-31 | $1.3M | 11k | 125.72 |
| 2024-09-30 | $1.1M | 10k | 104.24 |
| 2024-06-30 | $794k | 8.2k | 97.19 |
| 2024-03-31 | $699k | 7.4k | 94.16 |
| 2023-12-31 | $632k | 6.8k | 93.25 |
| 2023-09-30 | $514k | 6.3k | 81.67 |
| 2023-06-30 | $392k | 4.6k | 85.40 |
| 2023-03-31 | $404k | 4.6k | 87.80 |
| 2022-12-31 | $347k | 4.1k | 85.02 |
| 2020-06-30 | $62k | 1.3k | 47.88 |
| 2020-03-31 | $6.0k | 170 | 35.29 |
| 2019-12-31 | $10k | 170 | 58.82 |