IB
Intrust Bank’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
17,945
+215
| +1% | +$30.3K | 0.22% | 74 |
|
|
2025
Q1 | $2.07M | Buy |
17,730
+982
| +6% | +$115K | 0.2% | 92 |
|
|
2024
Q4 | $2.11M | Buy |
16,748
+804
| +5% | +$101K | 0.21% | 88 |
|
|
2024
Q3 | $1.66M | Buy |
15,944
+1,570
| +11% | +$164K | 0.17% | 107 |
|
|
2024
Q2 | $1.4M | Buy |
14,374
+590
| +4% | +$57.3K | 0.15% | 116 |
|
|
2024
Q1 | $1.3M | Sell |
13,784
-385
| -3% | -$36.3K | 0.14% | 125 |
|
|
2023
Q4 | $1.32M | Sell |
14,169
-2,124
| -13% | -$198K | 0.15% | 122 |
|
|
2023
Q3 | $1.33M | Sell |
16,293
-627
| -4% | -$51.2K | 0.17% | 108 |
|
|
2023
Q2 | $1.44M | Sell |
16,920
-1,057
| -6% | -$90.3K | 0.18% | 106 |
|
|
2023
Q1 | $1.58M | Buy |
17,977
+324
| +2% | +$28.4K | 0.2% | 100 |
|
|
2022
Q4 | $1.5M | Buy |
17,653
+250
| +1% | +$21.3K | 0.21% | 89 |
|
|
2022
Q3 | $1.38M | Buy |
17,403
+788
| +5% | +$62.3K | 0.21% | 94 |
|
|
2022
Q2 | $1.26M | Buy |
16,615
+951
| +6% | +$72.3K | 0.18% | 109 |
|
|
2022
Q1 | $1.37M | Sell |
15,664
-257
| -2% | -$22.5K | 0.17% | 109 |
|
|
2021
Q4 | $1.56M | Buy |
15,921
+244
| +2% | +$23.9K | 0.19% | 97 |
|
|
2021
Q3 | $1.53M | Buy |
15,677
+342
| +2% | +$33.3K | 0.2% | 96 |
|
|
2021
Q2 | $1.41M | Sell |
15,335
-504
| -3% | -$46.2K | 0.19% | 104 |
|
|
2021
Q1 | $1.23M | Buy |
15,839
+201
| +1% | +$15.6K | 0.18% | 111 |
|
|
2020
Q4 | $1.07M | Buy |
15,638
+408
| +3% | +$28K | 0.16% | 123 |
|
|
2020
Q3 | $736K | Sell |
15,230
-316
| -2% | -$15.3K | 0.13% | 142 |
|
|
2020
Q2 | $751K | Buy |
15,546
+4,825
| +45% | +$233K | 0.15% | 140 |
|
|
2020
Q1 | $364K | Buy |
10,721
+1,464
| +16% | +$49.7K | 0.1% | 203 |
|
|
2019
Q4 | $473K | Buy |
9,257
+271
| +3% | +$13.8K | 0.11% | 206 |
|
|
2019
Q3 | $384K | Sell |
8,986
-806
| -8% | -$34.4K | 0.1% | 226 |
|
|
2019
Q2 | $429K | Buy |
9,792
+3,964
| +68% | +$174K | 0.1% | 223 |
|
|
2019
Q1 | $246K | Sell |
5,828
-599
| -9% | -$25.3K | 0.06% | 339 |
|
|
2018
Q4 | $255K | Sell |
6,427
-57
| -0.9% | -$2.26K | 0.07% | 302 |
|
|
2018
Q3 | $302K | Sell |
6,484
-26
| -0.4% | -$1.21K | 0.08% | 291 |
|
|
2018
Q2 | $309K | Sell |
6,510
-22
| -0.3% | -$1.04K | 0.09% | 275 |
|
|
2018
Q1 | $352K | Sell |
6,532
-10
| -0.2% | -$539 | 0.1% | 258 |
|
|
2017
Q4 | $343K | Buy |
6,542
+387
| +6% | +$20.3K | 0.1% | 273 |
|
|
2017
Q3 | $296K | Buy |
6,155
+1,446
| +31% | +$69.5K | 0.1% | 291 |
|
|
2017
Q2 | $210K | Buy |
+4,709
| New | +$210K | 0.07% | 364 |
|