Morgan Stanley shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Triangle Securities Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $988k | 10k | 97.19 |
| 2024-03-31 | $962k | 10k | 94.16 |
| 2023-12-31 | $973k | 10k | 93.25 |
| 2023-09-30 | $856k | 11k | 81.67 |
| 2023-06-30 | $914k | 11k | 85.40 |
| 2023-03-31 | $965k | 11k | 87.80 |
| 2022-12-31 | $979k | 12k | 85.02 |
| 2022-09-30 | $952k | 12k | 79.00 |
| 2022-06-30 | $926k | 12k | 76.06 |
| 2022-03-31 | $1.0M | 12k | 87.38 |
| 2021-12-31 | $1.3M | 13k | 98.19 |
| 2021-09-30 | $1.3M | 13k | 97.34 |
| 2021-06-30 | $1.3M | 14k | 91.70 |
| 2021-03-31 | $1.2M | 15k | 77.65 |
| 2020-12-31 | $1.0M | 15k | 68.55 |
| 2020-09-30 | $701k | 15k | 48.32 |
| 2020-06-30 | $734k | 15k | 48.29 |
| 2020-03-31 | $502k | 15k | 33.98 |
| 2019-12-31 | $638k | 13k | 51.13 |
| 2019-09-30 | $525k | 12k | 42.69 |
| 2019-06-30 | $508k | 12k | 43.52 |
| 2019-03-31 | $480k | 11k | 42.19 |
| 2018-12-31 | $441k | 11k | 39.62 |
| 2018-09-30 | $419k | 9.0k | 46.60 |
| 2018-06-30 | $447k | 9.4k | 47.39 |
| 2018-03-31 | $527k | 9.8k | 53.96 |
| 2017-12-31 | $535k | 10k | 52.44 |
| 2017-09-30 | $496k | 10k | 48.15 |
| 2017-06-30 | $459k | 10k | 44.55 |
| 2017-03-31 | $462k | 11k | 42.87 |
| 2016-12-31 | $461k | 11k | 42.25 |
| 2016-09-30 | $391k | 12k | 32.06 |
| 2016-06-30 | $349k | 13k | 25.98 |
| 2016-03-31 | $522k | 21k | 25.02 |
| 2015-12-31 | $647k | 20k | 31.80 |
| 2015-09-30 | $669k | 21k | 31.50 |
| 2015-06-30 | $855k | 22k | 38.79 |
| 2015-03-31 | $787k | 22k | 35.70 |
| 2014-12-31 | $861k | 22k | 38.82 |
| 2014-09-30 | $751k | 22k | 34.56 |
| 2014-06-30 | $703k | 22k | 32.35 |
| 2014-03-31 | $624k | 28k | 21.98 |
| 2013-12-31 | $915k | 29k | 31.38 |
| 2013-09-30 | $794k | 30k | 26.96 |
| 2013-06-30 | $834k | 34k | 24.43 |
| 2013-03-31 | $624k | 28k | 21.98 |
| 2012-12-31 | $480k | 25k | 19.13 |
| 2012-09-30 | $420k | 25k | 16.74 |
| 2012-06-30 | $393k | 27k | 14.61 |
| 2012-03-31 | $495k | 25k | 19.65 |
| 2011-12-31 | $357k | 24k | 15.15 |
More positions owned by Triangle Securities Wealth Management
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