Morgan Stanley shares owned by Cypress Financial Planning
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Cypress Financial Planning
from 13F filings
Historical chart of Cypress Financial Planning investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Cypress Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 38k | 158.96 |
| 2025-06-30 | $5.3M | 38k | 140.86 |
| 2025-03-31 | $5.8M | 50k | 116.67 |
| 2024-12-31 | $6.2M | 49k | 125.72 |
| 2024-09-30 | $5.7M | 54k | 104.24 |
| 2024-06-30 | $5.4M | 55k | 97.19 |
| 2024-03-31 | $3.8M | 41k | 94.16 |
| 2023-09-30 | $5.0M | 61k | 81.67 |
| 2023-06-30 | $5.3M | 62k | 86.41 |
| 2023-03-31 | $3.6M | 42k | 87.16 |
| 2022-12-31 | $3.6M | 42k | 85.72 |
| 2022-09-30 | $3.3M | 42k | 79.00 |
| 2022-06-30 | $3.2M | 42k | 76.05 |
More positions owned by Cypress Financial Planning
View all positions for Cypress Financial Planning