Morgan Stanley shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Willow Creek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $343k | 2.2k | 158.96 |
| 2025-06-30 | $336k | 2.4k | 140.86 |
| 2025-03-31 | $278k | 2.4k | 116.67 |
| 2024-12-31 | $329k | 2.6k | 125.72 |
| 2024-09-30 | $273k | 2.6k | 104.24 |
| 2024-06-30 | $255k | 2.6k | 97.19 |
| 2024-03-31 | $247k | 2.6k | 94.16 |
| 2023-12-31 | $243k | 2.6k | 93.25 |
| 2023-09-30 | $226k | 2.8k | 81.67 |
| 2023-06-30 | $236k | 2.8k | 85.40 |
| 2023-03-31 | $241k | 2.7k | 87.80 |
| 2022-12-31 | $229k | 2.7k | 84.91 |
More positions owned by Willow Creek Wealth Management
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