ISB
Iowa State Bank’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88M | Sell |
63,040
-1,510
| -2% | -$213K | 1.77% | 15 |
|
|
2025
Q1 | $7.53M | Buy |
64,550
+978
| +2% | +$114K | 1.6% | 16 |
|
|
2024
Q4 | $7.99M | Sell |
63,572
-2,678
| -4% | -$337K | 1.66% | 19 |
|
|
2024
Q3 | $6.91M | Buy |
66,250
+530
| +0.8% | +$55.2K | 1.42% | 24 |
|
|
2024
Q2 | $6.39M | Buy |
65,720
+1,305
| +2% | +$127K | 1.41% | 25 |
|
|
2024
Q1 | $6.07M | Buy |
64,415
+1,538
| +2% | +$145K | 1.34% | 26 |
|
|
2023
Q4 | $5.86M | Buy |
62,877
+192
| +0.3% | +$17.9K | 1.41% | 23 |
|
|
2023
Q3 | $5.12M | Sell |
62,685
-1,374
| -2% | -$112K | 1.33% | 25 |
|
|
2023
Q2 | $5.47M | Sell |
64,059
-1,860
| -3% | -$159K | 1.37% | 24 |
|
|
2023
Q1 | $5.79M | Sell |
65,919
-393
| -0.6% | -$34.5K | 1.45% | 20 |
|
|
2022
Q4 | $5.64M | Buy |
66,312
+1,825
| +3% | +$155K | 1.42% | 22 |
|
|
2022
Q3 | $5.1M | Buy |
64,487
+1,973
| +3% | +$156K | 1.45% | 22 |
|
|
2022
Q2 | $4.76M | Buy |
62,514
+183
| +0.3% | +$13.9K | 1.26% | 26 |
|
|
2022
Q1 | $5.45M | Sell |
62,331
-1,825
| -3% | -$160K | 1.26% | 24 |
|
|
2021
Q4 | $6.3M | Buy |
64,156
+2,270
| +4% | +$223K | 1.48% | 20 |
|
|
2021
Q3 | $6.02M | Buy |
61,886
+129
| +0.2% | +$12.6K | 1.68% | 16 |
|
|
2021
Q2 | $5.66M | Sell |
61,757
-397
| -0.6% | -$36.4K | 1.59% | 18 |
|
|
2021
Q1 | $4.83M | Buy |
62,154
+13
| +0% | +$1.01K | 1.45% | 22 |
|
|
2020
Q4 | $4.26M | Buy |
62,141
+18,989
| +44% | +$1.3M | 1.41% | 22 |
|
|
2020
Q3 | $2.09M | Buy |
43,152
+2,121
| +5% | +$103K | 0.81% | 44 |
|
|
2020
Q2 | $1.98M | Buy |
41,031
+10,441
| +34% | +$504K | 0.86% | 46 |
|
|
2020
Q1 | $1.04M | Buy |
30,590
+1,865
| +6% | +$63.4K | 0.49% | 60 |
|
|
2019
Q4 | $1.47M | Buy |
28,725
+8,884
| +45% | +$454K | 0.52% | 56 |
|
|
2019
Q3 | $847K | Buy |
+19,841
| New | +$847K | 0.32% | 73 |
|