J.P. Marvel Investment Advisors, LLC MS Holdings History
J.P. Marvel Investment Advisors, LLC's Morgan Stanley Holding Summary
As of 2025-03-31, J.P. Marvel Investment Advisors, LLC held 198,321.00 shares of Morgan Stanley(MS), totaling $23.14 Mil. This investment constitutes 4% of their stock portfolio, and J.P. Marvel Investment Advisors, LLC now holds 0.01% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2014Q1. And since then J.P. Marvel Investment Advisors, LLC has made 5 purchases of MS, at an average price of $32.31, for a total of 235,161.00 shares. In addition, there have been 25 sales at an average price of $57.08 for 36,840.00 shares. Based on historical transaction data and MS's current price of $142.79, J.P. Marvel Investment Advisors, LLC's estimated gain on his MS holdings is $22.82 Mil, reflecting a 300.31% gain to date.
J.P. Marvel Investment Advisors, LLC MS ($142.79) Holding Chart
J.P. Marvel Investment Advisors, LLC MS ($142.79) 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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