Morgan Stanley shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 1.6k | 158.96 |
| 2025-06-30 | $264k | 1.9k | 140.86 |
| 2025-03-31 | $218k | 1.9k | 116.67 |
| 2024-12-31 | $235k | 1.9k | 125.72 |
| 2023-06-30 | $151k | 15k | 10.16 |