Morgan Stanley shares owned by PDS Planning
Historical chart of PDS Planning investment in Morgan Stanley
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All positions including Morgan Stanley held by PDS Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 6.5k | 158.96 |
| 2025-06-30 | $922k | 6.5k | 140.86 |
| 2025-03-31 | $710k | 6.1k | 116.67 |
| 2024-12-31 | $710k | 5.7k | 125.72 |
| 2024-09-30 | $596k | 5.7k | 104.24 |
| 2024-03-31 | $515k | 5.5k | 94.16 |
| 2023-12-31 | $477k | 5.1k | 93.25 |
| 2023-09-30 | $430k | 5.3k | 81.67 |
| 2023-06-30 | $445k | 5.2k | 85.40 |
| 2023-03-31 | $446k | 5.1k | 87.80 |