IIL
Insight Inv LLC’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
17,674
-704
| -4% | -$99.2K | 1.67% | 20 |
|
|
2025
Q1 | $2.14M | Buy |
18,378
+88
| +0.5% | +$10.3K | 1.47% | 27 |
|
|
2024
Q4 | $2.3M | Buy |
18,290
+1,248
| +7% | +$157K | 1.6% | 21 |
|
|
2024
Q3 | $1.78M | Sell |
17,042
-265
| -2% | -$27.6K | 1.49% | 30 |
|
|
2024
Q2 | $1.68M | Buy |
17,307
+130
| +0.8% | +$12.6K | 1.45% | 32 |
|
|
2024
Q1 | $1.62M | Buy |
17,177
+85
| +0.5% | +$8K | 1.4% | 37 |
|
|
2023
Q4 | $1.59M | Hold |
17,092
| – | – | 1.56% | 29 |
|
|
2023
Q3 | $1.25M | Hold |
17,092
| – | – | 1.38% | 35 |
|
|
2023
Q2 | $1.46M | Buy |
17,092
+880
| +5% | +$75.2K | 1.5% | 34 |
|
|
2023
Q1 | $1.42M | Sell |
16,212
-2,180
| -12% | -$191K | 1.53% | 32 |
|
|
2022
Q4 | $1.56M | Buy |
18,392
+207
| +1% | +$17.6K | 1.58% | 26 |
|
|
2022
Q3 | $1.44M | Sell |
18,185
-575
| -3% | -$45.4K | 1.59% | 26 |
|
|
2022
Q2 | $1.43M | Buy |
18,760
+740
| +4% | +$56.3K | 1.44% | 30 |
|
|
2022
Q1 | $1.58M | Sell |
18,020
-135
| -0.7% | -$11.8K | 1.43% | 32 |
|
|
2021
Q4 | $1.78M | Buy |
+18,155
| New | +$1.78M | 1.64% | 18 |
|