Steward Large Cap Value Fund MS Holdings History
Steward Large Cap Value Fund's Morgan Stanley Holding Summary
As of 2025-04-30, Steward Large Cap Value Fund held - shares of Morgan Stanley(MS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Steward Large Cap Value Fund now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2022Q1. And since then Steward Large Cap Value Fund has made 3 purchases of MS, at an average price of $97.46, for a total of 22,900.00 shares. In addition, there have been 4 sales at an average price of $90.66 for 22,900.00 shares. Based on historical transaction data and MS's current price of $140.90, Steward Large Cap Value Fund's estimated gain on his MS holdings is $-155,811.00, reflecting a -6.98% gain to date.
Steward Large Cap Value Fund MS ($140.90) Holding Chart
Steward Large Cap Value Fund 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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