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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

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Quarterly 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