Morgan Stanley shares owned by Mowery & Schoenfeld Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mowery & Schoenfeld Wealth Management
from 13F filings
Historical chart of Mowery & Schoenfeld Wealth Management investment in Morgan Stanley
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All positions including Morgan Stanley held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Mowery & Schoenfeld Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4k | 9 | 160.11 |
| 2025-06-30 | $1.3k | 9 | 141.89 |
| 2025-03-31 | $1.1k | 9 | 117.56 |
| 2024-12-31 | $1.3k | 10 | 125.80 |
| 2024-09-30 | $4.2k | 40 | 104.25 |
| 2024-06-30 | $3.9k | 40 | 97.20 |
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