Inspire Trust Company’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 | $5.07M | Buy |
36,000
+3,000
| +9% | +$423K | 1.05% | 30 |
|
|
2025
Q1 | $3.85M | Buy |
33,000
+3,000
| +10% | +$350K | 0.92% | 47 |
|
|
2024
Q4 | $3.77M | Sell |
30,000
-5,300
| -15% | -$666K | 0.96% | 28 |
|
|
2024
Q3 | $3.68M | Buy |
35,300
+6,000
| +20% | +$625K | 1.01% | 28 |
|
|
2024
Q2 | $2.85M | Buy |
29,300
+10,000
| +52% | +$972K | 0.94% | 38 |
|
|
2024
Q1 | $1.82M | Buy |
19,300
+11,000
| +133% | +$1.04M | 1.01% | 29 |
|
|
2023
Q4 | $774K | Buy |
+8,300
| New | +$774K | 0.8% | 49 |
|