Dividend Growth Portfolio MS Holdings History
Dividend Growth Portfolio's Morgan Stanley Holding Summary
As of 2025-03-31, Dividend Growth Portfolio held 32,008.00 shares of Morgan Stanley(MS), totaling $3.73 Mil. This investment constitutes 2.22% of their stock portfolio, and Dividend Growth Portfolio now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2022Q1. And since then Dividend Growth Portfolio has made 3 purchases of MS, at an average price of $96.04, for a total of 70,268.00 shares. In addition, there have been 9 sales at an average price of $91.14 for 38,260.00 shares. Based on historical transaction data and MS's current price of $139.75, Dividend Growth Portfolio's estimated gain on his MS holdings is $1.21 Mil, reflecting a 17.95% gain to date.
Dividend Growth Portfolio MS ($139.75) Holding Chart
Dividend Growth Portfolio MS ($139.75) 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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