Morgan Stanley shares owned by WMS Partners
Historical chart of WMS Partners investment in Morgan Stanley
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All positions including Morgan Stanley held by WMS Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $378k | 3.0k | 125.73 |
| 2022-03-31 | $231k | 2.6k | 87.40 |
| 2018-09-30 | $232k | 5.0k | 46.64 |
| 2018-06-30 | $236k | 5.0k | 47.45 |
| 2018-03-31 | $271k | 5.0k | 53.95 |
| 2016-03-31 | $445k | 18k | 25.02 |
| 2015-12-31 | $505k | 16k | 31.83 |
| 2015-09-30 | $500k | 16k | 31.52 |
| 2015-06-30 | $691k | 18k | 38.80 |
| 2015-03-31 | $600k | 17k | 35.70 |
| 2014-12-31 | $686k | 18k | 38.81 |
| 2014-09-30 | $598k | 17k | 34.60 |
| 2014-06-30 | $525k | 16k | 32.34 |
| 2014-03-31 | $506k | 16k | 31.17 |
| 2013-12-31 | $446k | 14k | 31.33 |
| 2013-09-30 | $344k | 13k | 26.94 |
| 2013-06-30 | $287k | 12k | 24.39 |
| 2013-03-31 | $258k | 12k | 21.93 |
| 2012-12-31 | $225k | 12k | 19.12 |
| 2012-09-30 | $197k | 12k | 16.74 |
| 2012-06-30 | $171k | 12k | 14.53 |
| 2012-03-31 | $231k | 12k | 19.59 |