Mattson Financial Services’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	$4.43M	Sell	31,443 -276	-0.9%	-$38.9K	1.19%	19
2025 Q1	$3.7M	Buy	31,719 +439	+1%	+$51.2K	1.11%	22
2024 Q4	$3.26M	Sell	31,280 -2,581	-8%	-$269K	1.04%	27
2024 Q3	$3.29M	Sell	33,861 -213	-0.6%	-$20.7K	1.18%	19
2024 Q2	$3.31M	Buy	+34,074	New	+$3.31M	1.18%	19