Morgan Stanley shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 33k | 158.96 |
| 2025-06-30 | $4.4M | 31k | 140.86 |
| 2025-03-31 | $3.6M | 31k | 116.67 |
| 2024-12-31 | $6.4M | 47k | 135.81 |
| 2024-09-30 | $2.9M | 28k | 104.24 |
| 2024-06-30 | $1.7M | 18k | 97.19 |
| 2024-03-31 | $1.6M | 17k | 94.16 |
| 2023-12-31 | $1.7M | 19k | 93.25 |
| 2023-09-30 | $1.6M | 20k | 81.67 |
| 2023-06-30 | $1.7M | 20k | 85.40 |
| 2023-03-31 | $1.9M | 21k | 87.80 |
| 2022-12-31 | $1.8M | 21k | 85.02 |
| 2022-09-30 | $936k | 12k | 79.05 |
| 2022-06-30 | $692k | 9.1k | 76.07 |
| 2022-03-31 | $630k | 7.2k | 87.44 |
| 2021-12-31 | $1.3M | 13k | 98.16 |
| 2021-09-30 | $1.3M | 13k | 97.28 |
| 2021-06-30 | $1.2M | 13k | 91.72 |
| 2021-03-31 | $1.0M | 13k | 77.66 |
| 2020-12-31 | $833k | 12k | 68.56 |
| 2020-09-30 | $232k | 4.8k | 48.37 |
| 2020-06-30 | $216k | 4.5k | 48.24 |
| 2018-03-31 | $113k | 2.1k | 54.09 |
| 2017-06-30 | $92k | 2.1k | 44.44 |
| 2017-03-31 | $89k | 2.1k | 43.00 |
| 2016-12-31 | $97k | 2.1k | 46.86 |
| 2016-09-30 | $66k | 2.1k | 31.88 |
| 2016-06-30 | $54k | 2.1k | 26.09 |
| 2011-09-30 | $936k | 12k | 79.05 |