MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 1,960 Value ($000) $359 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 1,954 Value ($000) $309 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 2,435 Value ($000) $344 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 2,681 Value ($000) $290 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 3,280 Value ($000) $405 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 3,866 Value ($000) $462 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 2,536 Value ($000) $262 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 2,570 Value ($000) $229 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 2,542 Value ($000) $213 Avg Close $74.81 Range $65.08 - $88.18
Q2 2023
Shares 2,756 Value ($000) $235 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 2,713 Value ($000) $239 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 2,688 Value ($000) $267 Avg Close $76.80 Range $66.82 - $85.98