Ownership history in VALLEY WEALTH MANAGERS, INC. · 28 quarters on record
This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. reported a position in MORGAN STANLEY COM (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 193,697 | -1,801 | -0.9% | 2.20% | $34.4M | $176.56 |
| 2025 Q3 | REDUCED | 195,498 | -2,898 | -1.5% | 2.05% | $31.1M | $157.13 |
| 2025 Q2 | REDUCED | 198,396 | -4,050 | -2.0% | 2.01% | $27.9M | $138.28 |
| 2025 Q1 | REDUCED | 202,446 | -6,527 | -3.1% | 1.79% | $23.6M | $113.62 |
| 2024 Q4 | REDUCED | 208,973 | -13,545 | -6.1% | 1.96% | $26.3M | $121.63 |
| 2024 Q3 | REDUCED | 222,518 | -1,279 | -0.6% | 1.72% | $23.2M | $100.05 |
| 2024 Q2 | REDUCED | 223,797 | -14,787 | -6.2% | 1.73% | $21.8M | $92.46 |
| 2024 Q1 | REDUCED | 238,584 | -4,425 | -1.8% | 1.69% | $22.5M | $88.75 |
| 2023 Q4 | ADDED | 243,009 | +2,219 | +0.9% | 1.77% | $22.7M | $87.04 |
| 2023 Q3 | ADDED | 240,790 | +42,979 | +21.7% | 1.64% | $19.7M | $75.31 |
As of 2025 Q4 — sorted by position size