I2I
Insight 2811 Inc’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
4,596
-15
| -0.3% | -$2.11K | 0.31% | 37 |
|
|
2025
Q1 | $538K | Sell |
4,611
-41
| -0.9% | -$4.78K | 0.27% | 43 |
|
|
2024
Q4 | $585K | Sell |
4,652
-70
| -1% | -$8.8K | 0.3% | 38 |
|
|
2024
Q3 | $492K | Hold |
4,722
| – | – | 0.25% | 45 |
|
|
2024
Q2 | $459K | Hold |
4,722
| – | – | 0.24% | 48 |
|
|
2024
Q1 | $445K | Buy |
4,722
+20
| +0.4% | +$1.88K | 0.23% | 49 |
|
|
2023
Q4 | $438K | Sell |
4,702
-124
| -3% | -$11.6K | 0.24% | 47 |
|
|
2023
Q3 | $394K | Sell |
4,826
-237
| -5% | -$19.4K | 0.22% | 50 |
|
|
2023
Q2 | $432K | Sell |
5,063
-672
| -12% | -$57.4K | 0.24% | 49 |
|
|
2023
Q1 | $504K | Sell |
5,735
-80
| -1% | -$7.02K | 0.31% | 43 |
|
|
2022
Q4 | $494K | Buy |
5,815
+41
| +0.7% | +$3.48K | 0.3% | 42 |
|
|
2022
Q3 | $456K | Buy |
5,774
+11
| +0.2% | +$869 | 0.31% | 38 |
|
|
2022
Q2 | $438K | Buy |
5,763
+216
| +4% | +$16.4K | 0.29% | 39 |
|
|
2022
Q1 | $485K | Sell |
5,547
-74
| -1% | -$6.47K | 0.29% | 43 |
|
|
2021
Q4 | $552K | Buy |
5,621
+457
| +9% | +$44.9K | 0.31% | 35 |
|
|
2021
Q3 | $503K | Sell |
5,164
-470
| -8% | -$45.8K | 0.3% | 34 |
|
|
2021
Q2 | $517K | Sell |
5,634
-307
| -5% | -$28.2K | 0.29% | 38 |
|
|
2021
Q1 | $461K | Sell |
5,941
-200
| -3% | -$15.5K | 0.27% | 39 |
|
|
2020
Q4 | $421K | Hold |
6,141
| – | – | 0.25% | 39 |
|
|
2020
Q3 | $297K | Buy |
6,141
+236
| +4% | +$11.4K | 0.18% | 43 |
|
|
2020
Q2 | $298K | Sell |
5,905
-1,000
| -14% | -$50.5K | 0.2% | 42 |
|
|
2020
Q1 | $235K | Sell |
6,905
-8,740
| -56% | -$297K | 0.17% | 46 |
|
|
2019
Q4 | $800K | Sell |
15,645
-395
| -2% | -$20.2K | 0.53% | 29 |
|
|
2019
Q3 | $684K | Sell |
16,040
-289
| -2% | -$12.3K | 0.48% | 30 |
|
|
2019
Q2 | $718K | Buy |
16,329
+368
| +2% | +$16.2K | 0.52% | 31 |
|
|
2019
Q1 | $674K | Buy |
15,961
+7,983
| +100% | +$337K | 0.52% | 34 |
|
|
2018
Q4 | $316K | Buy |
+7,978
| New | +$316K | 0.27% | 62 |
|