Mosley Wealth Management MS Holdings History
Mosley Wealth Management's Morgan Stanley Holding Summary
As of 2024-12-31, Mosley Wealth Management held 11,291.00 shares of Morgan Stanley(MS), totaling $1.57 Mil. This investment constitutes 0.97% of their stock portfolio, and Mosley Wealth Management now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2023Q4. And since then Mosley Wealth Management has made 2 purchases of MS, at an average price of $103.61, for a total of 11,587.00 shares. In addition, there have been 2 sales at an average price of $91.91 for 296.00 shares. Based on historical transaction data and MS's current price of $140.69, Mosley Wealth Management's estimated gain on his MS holdings is $415,158.79, reflecting a 34.58% gain to date.
Mosley Wealth Management MS ($140.69) Holding Chart
Mosley Wealth Management MS ($140.69) 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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