Morgan Stanley shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $392k | 3.8k | 104.24 |
| 2024-06-30 | $366k | 3.8k | 97.19 |
| 2024-03-31 | $361k | 3.8k | 94.16 |
| 2023-12-31 | $834k | 8.9k | 93.25 |
| 2023-09-30 | $732k | 9.0k | 81.67 |
| 2023-06-30 | $768k | 9.0k | 85.39 |
| 2023-03-31 | $799k | 9.1k | 87.78 |
| 2022-12-31 | $356k | 4.2k | 85.02 |
| 2022-09-30 | $323k | 4.1k | 79.09 |
| 2022-06-30 | $311k | 4.1k | 76.09 |
| 2022-03-31 | $357k | 4.1k | 87.37 |
| 2021-12-31 | $401k | 4.1k | 98.14 |
| 2021-09-30 | $402k | 4.1k | 97.38 |
| 2021-06-30 | $379k | 4.1k | 91.72 |
| 2021-03-31 | $299k | 4.1k | 72.29 |
| 2020-12-31 | $298k | 4.1k | 72.29 |
| 2018-03-31 | $227k | 4.2k | 53.97 |
| 2017-12-31 | $68k | 1.3k | 53.76 |
More positions owned by Pinnacle Wealth Planning Services
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