Copeland Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.4M | Sell |
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|
2025
Q2 | $23.6M | Sell |
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|
2025
Q1 | $19.6M | Sell |
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|
2024
Q4 | $21.5M | Sell |
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|
2024
Q3 | $20.6M | Sell |
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|
2024
Q2 | $20M | Buy |
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|
2024
Q1 | $18.7M | Buy |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $11.8M | Sell |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $6.55M | Sell |
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|
2022
Q4 | $6.58M | Sell |
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|
2022
Q3 | $6.33M | Buy |
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|
2022
Q2 | $5.31M | Buy |
|