Morgan Stanley shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by TrinityPoint Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $211k | 2.0k | 104.24 |
2021-12-31 | $218k | 2.2k | 98.02 |
2021-09-30 | $304k | 3.1k | 97.22 |
2021-06-30 | $258k | 2.8k | 91.81 |