Insight 2811 Inc’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $492K | Hold |
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|
2024
Q2 | $459K | Hold |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $438K | Buy |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $517K | Sell |
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|
2021
Q1 | $461K | Sell |
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|
2020
Q4 | $421K | Hold |
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|
2020
Q3 | $297K | Buy |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $800K | Sell |
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|
2019
Q3 | $684K | Sell |
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|
2019
Q2 | $718K | Buy |
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|
2019
Q1 | $674K | Buy |
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|
2018
Q4 | $316K | Buy |
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