Covenant Asset Management, LLC MS Holdings History
Covenant Asset Management, LLC's Morgan Stanley Holding Summary
As of 2025-06-30, Covenant Asset Management, LLC held 18,890.00 shares of Morgan Stanley(MS), totaling $2.66 Mil. This investment constitutes 0.39% of their stock portfolio, and Covenant Asset Management, LLC now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2018Q2. And since then Covenant Asset Management, LLC has made 10 purchases of MS, at an average price of $108.77, for a total of 45,168.00 shares. In addition, there have been 5 sales at an average price of $120.66 for 26,278.00 shares. Based on historical transaction data and MS's current price of $140.83, Covenant Asset Management, LLC's estimated gain on his MS holdings is $917,976.31, reflecting a 18.68% gain to date.
Covenant Asset Management, LLC MS ($140.83) Holding Chart
Covenant Asset Management, LLC MS ($140.83) 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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