Morgan Stanley shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $240k | 2.3k | 104.24 |
| 2024-06-30 | $224k | 2.3k | 97.19 |
| 2024-03-31 | $217k | 2.3k | 94.16 |
| 2023-12-31 | $215k | 2.3k | 93.25 |
| 2023-06-30 | $207k | 2.4k | 85.40 |
| 2023-03-31 | $213k | 2.4k | 87.80 |
| 2022-12-31 | $229k | 2.7k | 85.02 |
| 2022-03-31 | $212k | 2.4k | 87.28 |
| 2021-12-31 | $238k | 2.4k | 97.98 |