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Morgan Stanley shares owned by Trilogy Capital

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Trilogy Capital from 13F filings

Historical chart of Trilogy Capital investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Trilogy Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $456k 4.4k 104.24
2024-06-30 $361k 3.7k 97.19
2024-03-31 $297k 3.2k 94.16
2023-12-31 $290k 3.1k 93.25
2023-09-30 $246k 3.0k 81.67
2023-06-30 $287k 3.0k 94.01
2023-03-31 $415k 4.7k 87.80
2022-12-31 $402k 4.7k 85.02
2022-09-30 $374k 4.7k 79.10
2022-06-30 $372k 4.9k 76.09
2022-03-31 $521k 6.0k 87.33
2021-12-31 $723k 7.4k 98.18
2021-09-30 $924k 9.5k 97.32
2021-06-30 $885k 9.5k 92.78