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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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All positions including Morgan Stanley held by Triangle Securities Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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