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Morgan Stanley shares owned by Paces Ferry Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Paces Ferry Wealth Advisors from 13F filings

Historical chart of Paces Ferry Wealth Advisors investment in Morgan Stanley

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All positions including Morgan Stanley held by Paces Ferry Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Paces Ferry Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $328k 3.5k 93.25
2023-09-30 $305k 3.7k 81.67
2023-06-30 $322k 3.8k 85.40
2023-03-31 $320k 3.6k 87.80
2022-12-31 $302k 3.6k 85.02
2022-09-30 $285k 3.6k 78.97
2022-06-30 $274k 3.6k 76.20
2022-03-31 $313k 3.6k 87.45
2021-12-31 $356k 3.6k 98.10
2021-09-30 $389k 4.0k 97.27
2021-06-30 $496k 5.4k 91.73
2021-03-31 $452k 5.8k 77.65
2020-12-31 $412k 6.0k 68.47
2020-09-30 $293k 6.1k 48.29