Copeland Capital Management’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 | $23.6M | Sell |
167,531
-237
| -0.1% | -$33.4K | 0.49% | 85 |
|
|
2025
Q1 | $19.6M | Sell |
167,768
-3,435
| -2% | -$401K | 0.39% | 91 |
|
|
2024
Q4 | $21.5M | Sell |
171,203
-26,883
| -14% | -$3.38M | 0.4% | 90 |
|
|
2024
Q3 | $20.6M | Sell |
198,086
-8,016
| -4% | -$836K | 0.36% | 94 |
|
|
2024
Q2 | $20M | Buy |
206,102
+7,511
| +4% | +$730K | 0.37% | 95 |
|
|
2024
Q1 | $18.7M | Buy |
198,591
+57,455
| +41% | +$5.41M | 0.34% | 91 |
|
|
2023
Q4 | $13.2M | Sell |
141,136
-3,044
| -2% | -$284K | 0.26% | 99 |
|
|
2023
Q3 | $11.8M | Sell |
144,180
-3,460
| -2% | -$283K | 0.25% | 100 |
|
|
2023
Q2 | $12.6M | Buy |
147,640
+72,984
| +98% | +$6.23M | 0.26% | 97 |
|
|
2023
Q1 | $6.55M | Sell |
74,656
-2,768
| -4% | -$243K | 0.15% | 106 |
|
|
2022
Q4 | $6.58M | Sell |
77,424
-2,758
| -3% | -$234K | 0.17% | 107 |
|
|
2022
Q3 | $6.34M | Buy |
80,182
+10,396
| +15% | +$821K | 0.21% | 108 |
|
|
2022
Q2 | $5.31M | Buy |
+69,786
| New | +$5.31M | 0.17% | 112 |
|