Inscription Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
4,861
-2,017
| -29% | -$284K | 0.1% | 147 |
|
|
2025
Q1 | $648K | Buy |
+6,878
| New | +$648K | 0.11% | 144 |
|
|
2024
Q3 | $724K | Buy |
6,942
+56
| +0.8% | +$5.84K | 0.11% | 143 |
|
|
2024
Q2 | $669K | Buy |
6,886
+8
| +0.1% | +$778 | 0.11% | 140 |
|
|
2024
Q1 | $648K | Buy |
+6,878
| New | +$648K | 0.11% | 144 |
|
|
2021
Q3 | – | Sell |
-13,187
| Closed | -$1.21M | – | 329 |
|
|
2021
Q2 | $1.21M | Buy |
+13,187
| New | +$1.21M | 0.14% | 120 |
|
|
2020
Q1 | – | Sell |
-21,359
| Closed | -$1.09M | – | 150 |
|
|
2019
Q4 | $1.09M | Buy |
21,359
+4,542
| +27% | +$232K | 0.48% | 54 |
|
|
2019
Q3 | $718K | Buy |
+16,817
| New | +$718K | 0.39% | 68 |
|