Morgan Stanley shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $246k | 1.5k | 158.93 |
| 2025-06-30 | $233k | 1.7k | 140.88 |
| 2023-03-31 | $300k | 3.5k | 86.50 |
| 2021-09-30 | $10k | 100 | 100.00 |
| 2021-06-30 | $56k | 5.2k | 10.86 |
| 2021-03-31 | $7.0k | 106 | 66.04 |
| 2020-12-31 | $7.0k | 106 | 66.04 |
| 2020-09-30 | $5.0k | 105 | 47.62 |
| 2020-06-30 | $5.0k | 104 | 48.08 |
| 2020-03-31 | $999 | 30 | 33.33 |
| 2019-12-31 | $2.0k | 41 | 48.78 |
| 2019-09-30 | $2.0k | 54 | 37.04 |
| 2019-06-30 | $2.0k | 54 | 37.04 |
| 2019-03-31 | $2.0k | 65 | 30.77 |
| 2018-12-31 | $29k | 756 | 38.36 |