Wealth Management Associates’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	$267K	Buy	1,895 +1	+0.1%	+$141	0.1%	180
2025 Q1	$221K	Hold	1,894	–	–	0.09%	193
2024 Q4	$238K	Buy	+1,894	New	+$238K	0.1%	180
2024 Q1	–	Sell	-2,172	Closed	-$203K	–	214
2023 Q4	$203K	Buy	+2,172	New	+$203K	0.11%	188