HOEY INVESTMENTS, INC MS Holdings History

Number of Shares
36,065.00
Current Holdings Value*
$5.08 Mil
% of Portfolio
0.74%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
27.16%

HOEY INVESTMENTS, INC's Morgan Stanley Holding Summary

As of 2025-06-30, HOEY INVESTMENTS, INC held 36,065.00 shares of Morgan Stanley(MS), totaling $5.08 Mil. This investment constitutes 0.74% of their stock portfolio, and HOEY INVESTMENTS, INC now holds 0% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2020Q4. And since then HOEY INVESTMENTS, INC has made 9 purchases of MS, at an average price of $92.06, for a total of 68,704.00 shares. In addition, there have been 9 sales at an average price of $90.82 for 32,639.00 shares. Based on historical transaction data and MS's current price of $140.83, HOEY INVESTMENTS, INC's estimated gain on his MS holdings is $1.72 Mil, reflecting a 27.16% gain to date.

HOEY INVESTMENTS, INC MS ($140.83) Holding Chart

HOEY INVESTMENTS, INC 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 %

Top Ranked Articles

  • 1