Number of Shares
2,226.00
Current Holdings Value*
$313,550.00
% of Portfolio
0.27%
Total Estimate Gain
$160,976.34
% of Total Estimate Gain
18.35%

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 %

Top Ranked Articles

  • 1