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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

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

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Quarterly 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