Mason & Associates (California)’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	$451K	Hold	3,202	–	–	0.1%	80
2025 Q1	$374K	Buy	3,202 +25	+0.8%	+$2.92K	0.09%	79
2024 Q4	$399K	Buy	3,177 +90	+3%	+$11.3K	0.09%	78
2024 Q3	$322K	Buy	+3,087	New	+$322K	0.08%	86