Morgan Stanley shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $473k | 3.0k | 158.96 |
| 2025-06-30 | $449k | 3.2k | 140.86 |
| 2025-03-31 | $373k | 3.2k | 116.65 |
| 2024-12-31 | $378k | 3.0k | 125.72 |
| 2024-09-30 | $305k | 2.9k | 104.24 |
| 2024-06-30 | $268k | 2.8k | 97.19 |
| 2024-03-31 | $260k | 2.8k | 94.16 |
| 2023-12-31 | $265k | 2.8k | 93.25 |
| 2023-09-30 | $229k | 2.8k | 81.67 |
| 2023-06-30 | $240k | 2.8k | 85.92 |
| 2023-03-31 | $254k | 2.9k | 87.80 |
| 2022-12-31 | $246k | 2.9k | 85.02 |
| 2022-09-30 | $233k | 3.0k | 78.96 |
| 2022-06-30 | $226k | 3.0k | 76.07 |
| 2022-03-31 | $261k | 3.0k | 87.55 |
| 2021-12-31 | $294k | 3.0k | 98.03 |
More positions owned by Perfromance Wealth Partners
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