MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,885 Value ($000) $2,642 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 12,828 Value ($000) $2,039 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 11,489 Value ($000) $1,618 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 10,642 Value ($000) $1,242 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 10,544 Value ($000) $1,326 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 10,171 Value ($000) $1,060 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 8,168 Value ($000) $794 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 7,420 Value ($000) $699 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 6,776 Value ($000) $632 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 6,292 Value ($000) $514 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 4,584 Value ($000) $391 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 4,596 Value ($000) $404 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 4,078 Value ($000) $347 Avg Close $76.80 Range $66.82 - $85.98
Q2 2020
Shares 1,295 Value ($000) $62 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 170 Value ($000) $6 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 170 Value ($000) $10 Avg Close $39.09 Range $32.28 - $42.57