Morgan Stanley shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $292k | 2.8k | 104.24 |
2024-06-30 | $252k | 2.6k | 97.19 |
2024-03-31 | $239k | 2.5k | 94.16 |
2023-12-31 | $460k | 4.9k | 93.25 |
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