Morgan Stanley shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $456k | 4.9k | 93.25 |
| 2023-09-30 | $510k | 6.2k | 81.67 |
| 2023-06-30 | $486k | 5.7k | 85.40 |
| 2023-03-31 | $445k | 5.1k | 87.81 |
| 2022-12-31 | $410k | 4.8k | 85.02 |
| 2022-09-30 | $319k | 4.0k | 78.92 |
| 2022-06-30 | $305k | 4.0k | 76.04 |
| 2022-03-31 | $265k | 3.0k | 87.43 |
| 2021-12-31 | $281k | 2.9k | 98.18 |
| 2021-09-30 | $241k | 2.5k | 97.33 |
| 2021-06-30 | $395k | 4.3k | 91.60 |
| 2021-03-31 | $365k | 4.7k | 77.64 |
| 2020-12-31 | $344k | 5.0k | 68.58 |
| 2020-09-30 | $284k | 5.9k | 48.38 |
| 2020-06-30 | $298k | 6.2k | 48.30 |
| 2020-03-31 | $228k | 6.7k | 34.00 |
| 2019-12-31 | $337k | 6.6k | 51.15 |
| 2019-09-30 | $280k | 6.6k | 42.73 |
| 2019-06-30 | $331k | 7.5k | 43.85 |
| 2019-03-31 | $270k | 6.4k | 42.16 |
| 2018-12-31 | $259k | 6.5k | 39.58 |