Howland 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 | $2.26M | Sell |
16,074
-224
| -1% | -$31.6K | 0.09% | 106 |
|
|
2025
Q1 | $1.9M | Hold |
16,298
| – | – | 0.08% | 116 |
|
|
2024
Q4 | $2.05M | Sell |
16,298
-18
| -0.1% | -$2.26K | 0.09% | 108 |
|
|
2024
Q3 | $1.7M | Sell |
16,316
-1,427
| -8% | -$149K | 0.07% | 114 |
|
|
2024
Q2 | $1.72M | Buy |
17,743
+365
| +2% | +$35.5K | 0.08% | 107 |
|
|
2024
Q1 | $1.64M | Sell |
17,378
-1,356
| -7% | -$128K | 0.08% | 109 |
|
|
2023
Q4 | $1.75M | Sell |
18,734
-29
| -0.2% | -$2.7K | 0.09% | 104 |
|
|
2023
Q3 | $1.53M | Hold |
18,763
| – | – | 0.09% | 108 |
|
|
2023
Q2 | $1.6M | Buy |
18,763
+5,635
| +43% | +$481K | 0.09% | 106 |
|
|
2023
Q1 | $1.15M | Sell |
13,128
-399
| -3% | -$35K | 0.07% | 117 |
|
|
2022
Q4 | $1.15M | Hold |
13,527
| – | – | 0.07% | 117 |
|
|
2022
Q3 | $1.07M | Hold |
13,527
| – | – | 0.07% | 117 |
|
|
2022
Q2 | $1.03M | Buy |
13,527
+469
| +4% | +$35.7K | 0.06% | 120 |
|
|
2022
Q1 | $1.14M | Buy |
13,058
+29
| +0.2% | +$2.53K | 0.06% | 106 |
|
|
2021
Q4 | $1.28M | Buy |
13,029
+40
| +0.3% | +$3.93K | 0.07% | 102 |
|
|
2021
Q3 | $1.26M | Hold |
12,989
| – | – | 0.07% | 106 |
|
|
2021
Q2 | $1.19M | Hold |
12,989
| – | – | 0.06% | 114 |
|
|
2021
Q1 | $1.01M | Buy |
+12,989
| New | +$1.01M | 0.06% | 120 |
|