Morgan Stanley shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 10k | 158.96 |
| 2025-06-30 | $1.4M | 9.9k | 140.85 |
| 2025-03-31 | $1.5M | 13k | 116.67 |
| 2024-12-31 | $1.8M | 15k | 125.72 |
| 2024-09-30 | $1.5M | 15k | 104.22 |
| 2024-06-30 | $1.3M | 13k | 97.19 |
| 2024-03-31 | $1.2M | 12k | 94.16 |
| 2023-12-31 | $1.2M | 13k | 93.25 |
| 2023-09-30 | $780k | 9.6k | 81.67 |
| 2023-06-30 | $1.6M | 19k | 85.40 |
| 2023-03-31 | $1.7M | 20k | 87.80 |
| 2022-12-31 | $1.9M | 22k | 85.02 |
| 2022-09-30 | $1.6M | 20k | 79.02 |
| 2022-06-30 | $1.6M | 21k | 76.07 |
| 2022-03-31 | $1.8M | 21k | 87.38 |
| 2021-12-31 | $2.0M | 20k | 98.14 |
| 2021-09-30 | $1.4M | 14k | 97.34 |
| 2021-06-30 | $1.3M | 14k | 91.72 |
| 2021-03-31 | $886k | 11k | 77.66 |
| 2020-12-31 | $547k | 8.0k | 68.52 |
| 2020-09-30 | $373k | 7.7k | 48.33 |
| 2020-06-30 | $365k | 7.6k | 48.24 |
| 2020-03-31 | $253k | 7.4k | 34.06 |
| 2019-12-31 | $471k | 9.2k | 51.14 |
More positions owned by Procyon Private Wealth Partners
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