Morgan Stanley shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 6.6k | 158.95 |
| 2025-06-30 | $937k | 6.7k | 140.86 |
| 2025-03-31 | $775k | 6.6k | 116.67 |
| 2024-12-31 | $774k | 6.2k | 125.72 |
| 2024-09-30 | $656k | 6.3k | 104.24 |
| 2024-06-30 | $620k | 6.4k | 97.19 |
| 2024-03-31 | $613k | 6.5k | 94.16 |
| 2023-09-30 | $598k | 7.3k | 81.68 |
| 2023-06-30 | $612k | 7.2k | 85.40 |
| 2023-03-31 | $572k | 6.5k | 87.80 |
| 2022-12-31 | $537k | 6.3k | 85.01 |
| 2022-09-30 | $522k | 6.6k | 78.95 |
| 2022-06-30 | $497k | 6.5k | 76.11 |
| 2022-03-31 | $561k | 6.4k | 87.42 |
| 2021-12-31 | $530k | 5.4k | 98.15 |
| 2021-09-30 | $526k | 5.4k | 97.30 |
| 2021-06-30 | $578k | 6.3k | 91.62 |
| 2021-03-31 | $505k | 6.5k | 77.73 |
| 2020-12-31 | $427k | 6.2k | 68.54 |
| 2020-09-30 | $0 | 6.7k | 0.00 |
| 2020-06-30 | $213k | 4.4k | 48.38 |