Morgan Stanley shares owned by Dogwood Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Dogwood Wealth Management
from 13F filings
Historical chart of Dogwood Wealth Management investment in Morgan Stanley
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All positions including Morgan Stanley held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Dogwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50k | 314 | 158.96 |
| 2025-06-30 | $37k | 262 | 141.34 |
| 2025-03-31 | $14k | 123 | 116.26 |
| 2024-12-31 | $14k | 115 | 125.50 |
| 2024-09-30 | $12k | 114 | 104.40 |
| 2024-06-30 | $11k | 113 | 97.29 |
| 2024-03-31 | $11k | 112 | 94.29 |
| 2023-12-31 | $10k | 111 | 93.36 |