Atlas Wealth LLC MSpA.PFD Holdings History
Atlas Wealth LLC's Morgan Stanley Holding Summary
As of 2025-03-31, Atlas Wealth LLC held 197,025.00 shares of Morgan Stanley(MSpA.PFD), totaling $4.49 Mil. This investment constitutes 1.84% of their stock portfolio, and Atlas Wealth LLC now holds -% of the outstanding Morgan Stanley(MSpA.PFD) stock.
The initial trade took place in 2023Q1. And since then Atlas Wealth LLC has made 3 purchases of MSpA.PFD, at an average price of $21.55, for a total of 857,009.00 shares. In addition, there have been 5 sales at an average price of $22.96 for 659,984.00 shares. Based on historical transaction data and MSpA.PFD's current price of $21.76, Atlas Wealth LLC's estimated gain on his MSpA.PFD holdings is $974,276.38, reflecting a 5.28% gain to date.
Atlas Wealth LLC MSpA.PFD ($21.76) Holding Chart
Atlas Wealth LLC MSpA.PFD ($21.76) 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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