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
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Cfm Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |