Morgan Stanley shares owned by WESPAC Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by WESPAC Advisors
from 13F filings
Historical chart of WESPAC Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by WESPAC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $212k | 1.2k | 177.53 |
| 2021-12-31 | $725k | 7.4k | 98.23 |
| 2021-09-30 | $725k | 7.5k | 97.32 |
| 2021-06-30 | $413k | 4.5k | 91.80 |
| 2021-03-31 | $641k | 8.3k | 77.61 |
| 2020-12-31 | $688k | 10k | 68.51 |
| 2017-12-31 | $486k | 9.3k | 52.43 |
| 2017-09-30 | $639k | 13k | 48.20 |
| 2017-06-30 | $587k | 13k | 44.53 |
| 2017-03-31 | $380k | 8.9k | 42.82 |