Morgan Stanley shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by WCG Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.4M | 15k | 93.28 |
2023-09-30 | $1.3M | 16k | 82.32 |
2023-06-30 | $1.0M | 12k | 85.36 |
2023-03-31 | $1.1M | 12k | 87.78 |
2022-12-31 | $1.0M | 12k | 85.02 |
2022-09-30 | $947k | 12k | 79.01 |
2022-06-30 | $844k | 11k | 76.04 |