Morgan Stanley shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 2.0k | 158.09 |
| 2025-06-30 | $344k | 2.4k | 141.13 |
| 2025-03-31 | $290k | 2.7k | 108.12 |
| 2024-12-31 | $405k | 3.3k | 123.45 |
| 2024-09-30 | $462k | 3.9k | 119.51 |
| 2024-06-30 | $262k | 2.5k | 103.46 |
| 2024-03-31 | $229k | 2.6k | 89.14 |
| 2023-12-31 | $213k | 2.5k | 83.90 |
| 2023-06-30 | $235k | 2.8k | 85.40 |
| 2023-03-31 | $239k | 2.7k | 87.93 |
| 2022-12-31 | $267k | 2.7k | 99.43 |
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