Morgan Stanley shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by WESPAC Advisors SoCal consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $450k | 2.5k | 177.53 |
| 2017-09-30 | $20k | 420 | 47.62 |
| 2017-06-30 | $18k | 420 | 42.86 |
| 2017-03-31 | $18k | 420 | 42.84 |
| 2016-12-31 | $18k | 420 | 42.25 |
| 2016-09-30 | $14k | 420 | 32.06 |
| 2016-06-30 | $76k | 2.9k | 25.98 |
| 2016-03-31 | $73k | 2.9k | 25.01 |
| 2015-12-31 | $616k | 19k | 31.80 |