Resurgent Financial Advisors LLC MS Holdings History
Resurgent Financial Advisors LLC's Morgan Stanley Holding Summary
As of 2025-03-31, Resurgent Financial Advisors LLC held 11,905.00 shares of Morgan Stanley(MS), totaling $1.39 Mil. This investment constitutes 0.83% of their stock portfolio, and Resurgent Financial Advisors LLC now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2021Q4. And since then Resurgent Financial Advisors LLC has made 7 purchases of MS, at an average price of $105.10, for a total of 19,042.00 shares. In addition, there have been 4 sales at an average price of $85.95 for 7,137.00 shares. Based on historical transaction data and MS's current price of $140.90, Resurgent Financial Advisors LLC's estimated gain on his MS holdings is $289,457.90, reflecting a 14.46% gain to date.
Resurgent Financial Advisors LLC MS ($140.90) Holding Chart
Resurgent Financial Advisors LLC MS ($140.90) 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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