Number of Shares
80,000.00
Current Holdings Value*
$15.25 Mil
% of Portfolio
2.66%
Total Estimate Gain
$5.11 Mil
% of Total Estimate Gain
43.76%

Aggressive Growth Portfolio's Morgan Stanley Holding Summary

As of 2026-04-30, PERMANENT PORTFOLIO FAMILY OF FUNDS held 80,000.00 shares of Morgan Stanley(MS), totaling $15.25 Mil. This investment constitutes 2.66% of their stock portfolio, and PERMANENT PORTFOLIO FAMILY OF FUNDS now holds 0.01% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2019Q4. And since then Aggressive Growth Portfolio has made 3 purchases of MS, at an average price of $137.33, for a total of 85,000.00 shares. In addition, there have been 1 sales at an average price of $50.90 for 5,000.00 shares. Based on historical transaction data and MS's current price of $206.58, Aggressive Growth Portfolio's estimated gain on his MS holdings is $5.11 Mil, reflecting a 43.76% gain to date.

Aggressive Growth Portfolio MS ($206.58) Holding Chart

Aggressive Growth Portfolio MS ($206.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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