Morgan Stanley shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16k | 100 | 158.96 |
| 2025-06-30 | $14k | 100 | 140.86 |
| 2025-03-31 | $12k | 100 | 116.67 |
| 2023-09-30 | $3.5k | 43 | 81.67 |
| 2023-06-30 | $3.8k | 43 | 88.47 |
| 2023-03-31 | $3.9k | 43 | 89.98 |
| 2022-12-31 | $3.7k | 43 | 85.02 |
| 2022-09-30 | $3.0k | 43 | 69.77 |
| 2022-06-30 | $3.0k | 43 | 69.77 |
| 2022-03-31 | $4.0k | 43 | 93.02 |
| 2021-09-30 | $0 | 1 | 0.00 |
| 2021-03-31 | $0 | 1 | 0.00 |