Morgan Stanley shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Portside Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $838k | 8.0k | 104.24 |
2024-06-30 | $682k | 7.0k | 97.19 |
2024-03-31 | $713k | 7.6k | 94.17 |
2023-12-31 | $716k | 7.7k | 93.25 |
2023-09-30 | $715k | 8.8k | 81.67 |
2023-06-30 | $747k | 8.7k | 85.40 |