Morgan Stanley shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Wagner Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $369k | 4.5k | 81.67 |
2023-06-30 | $376k | 4.4k | 85.40 |
2023-03-31 | $378k | 4.3k | 87.79 |
2022-12-31 | $325k | 3.8k | 85.01 |
2022-09-30 | $287k | 3.6k | 79.00 |
2022-06-30 | $270k | 3.6k | 75.99 |
2022-03-31 | $266k | 3.0k | 87.27 |
2021-12-31 | $279k | 2.8k | 98.31 |
2021-09-30 | $275k | 2.7k | 102.69 |
2021-06-30 | $245k | 2.7k | 91.66 |
2021-03-31 | $177k | 2.3k | 77.46 |