Morgan Stanley shares owned by PDS Planning
Historical chart of PDS Planning investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by PDS Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Morgan Stanley by PDS Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |