Morgan Stanley shares owned by Tcfg Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Tcfg Wealth Management
from 13F filings
Historical chart of Tcfg Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Tcfg Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Tcfg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 2.0k | 158.96 |
| 2025-06-30 | $242k | 1.7k | 140.86 |
| 2025-03-31 | $330k | 2.8k | 116.68 |
| 2024-12-31 | $362k | 2.9k | 125.72 |
| 2024-09-30 | $313k | 3.0k | 104.23 |