US Asset Management LLC MS Holdings History
US Asset Management LLC's Morgan Stanley Holding Summary
As of 2025-06-30, US Asset Management LLC held 2,226.00 shares of Morgan Stanley(MS), totaling $313,550.00. This investment constitutes 0.27% of their stock portfolio, and US Asset Management LLC now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2021Q3. And since then US Asset Management LLC has made 1 purchases of MS, at an average price of $106.35, for a total of 8,251.00 shares. In addition, there have been 5 sales at an average price of $120.61 for 6,025.00 shares. Based on historical transaction data and MS's current price of $140.04, US Asset Management LLC's estimated gain on his MS holdings is $160,976.34, reflecting a 18.35% gain to date.
US Asset Management LLC MS ($140.04) Holding Chart
US Asset Management LLC MS ($140.04) 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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