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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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All positions including Morgan Stanley held by Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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