Lipe & Dalton MS Holdings History
Lipe & Dalton's Morgan Stanley Holding Summary
As of 2025-03-31, Lipe & Dalton held 23,125.00 shares of Morgan Stanley(MS), totaling $2.70 Mil. This investment constitutes 1.51% of their stock portfolio, and Lipe & Dalton now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2018Q2. And since then Lipe & Dalton has made 4 purchases of MS, at an average price of $52.30, for a total of 39,889.00 shares. In addition, there have been 24 sales at an average price of $79.72 for 16,764.00 shares. Based on historical transaction data and MS's current price of $143.74, Lipe & Dalton's estimated gain on his MS holdings is $2.57 Mil, reflecting a 123.41% gain to date.
Lipe & Dalton MS ($143.74) Holding Chart
Lipe & Dalton MS ($143.74) 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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