Morgan Stanley’s Inventiva IVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.4M | Buy |
613,357
+105,656
| +21% | +$644K | ﹤0.01% | 4387 |
|
|
2025
Q4 | $2.36M | Buy |
507,701
+477,921
| +1,605% | +$2.22M | ﹤0.01% | 4689 |
|
|
2025
Q3 | $172K | Buy |
29,780
+27,682
| +1,319% | +$121K | ﹤0.01% | 5944 |
|
|
2025
Q2 | $6.69K | Buy |
+2,098
| New | +$7.1K | ﹤0.01% | 6954 |
|
|
2024
Q4 | – | Sell |
-1,400
| Closed | -$2.61K | – | 8032 |
|
|
2024
Q3 | $2.61K | Sell |
1,400
-300
| -18% | -$702 | ﹤0.01% | 7076 |
|
|
2024
Q2 | $5.08K | Sell |
1,700
-4,600
| -73% | -$15.6K | ﹤0.01% | 6848 |
|
|
2024
Q1 | $22.8K | Sell |
6,300
-5,500
| -47% | -$21.2K | ﹤0.01% | 6449 |
|
|
2023
Q4 | $53.3K | Buy |
11,800
+10,500
| +808% | +$42.7K | ﹤0.01% | 6361 |
|
|
2023
Q3 | $5.46K | Sell |
1,300
-100
| -7% | -$388 | ﹤0.01% | 6897 |
|
|
2023
Q2 | $5.66K | Sell |
1,400
-4,500
| -76% | -$14.9K | ﹤0.01% | 6956 |
|
|
2023
Q1 | $21.5K | Sell |
5,900
-100
| -2% | -$529 | ﹤0.01% | 6599 |
|
|
2022
Q4 | $26.8K | Buy |
6,000
+4,500
| +300% | +$21.1K | ﹤0.01% | 6553 |
|
|
2022
Q3 | $6K | Buy |
1,500
+300
| +25% | +$1.4K | ﹤0.01% | 7207 |
|
|
2022
Q2 | $7K | Buy |
1,200
+800
| +200% | +$7.27K | ﹤0.01% | 7321 |
|
|
2022
Q1 | $4K | Buy |
400
+300
| +300% | +$3.65K | ﹤0.01% | 7634 |
|
|
2021
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 7873 |
|
|
2021
Q3 | $1K | Sell |
100
-170
| -63% | -$2.24K | ﹤0.01% | 7781 |
|
|
2021
Q2 | $3K | Buy |
270
+57
| +27% | +$807 | ﹤0.01% | 7487 |
|
|
2021
Q1 | $3K | Buy |
+213
| New | +$3.26K | ﹤0.01% | 7214 |
|
|
2020
Q4 | – | Sell |
-3,300
| Closed | -$39K | – | 7066 |
|
|
2020
Q3 | $39K | Buy |
+3,300
| New | +$37.8K | ﹤0.01% | 5810 |
|
Other funds holding IVA
SB
CP
PBA
TECP
SCP
ACM
PCH