Gifford Fong 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	$4.23M	Hold	30,000	–	–	0.97%	30
2025 Q1	$3.5M	Hold	30,000	–	–	0.87%	37
2024 Q4	$3.77M	Hold	30,000	–	–	0.93%	31
2024 Q3	$3.13M	Hold	30,000	–	–	0.78%	38
2024 Q2	$2.92M	Hold	30,000	–	–	0.77%	38
2024 Q1	$2.83M	Hold	30,000	–	–	0.78%	41
2023 Q4	$2.8M	Hold	30,000	–	–	0.6%	47
2023 Q3	$2.45M	Hold	30,000	–	–	0.59%	47
2023 Q2	$2.56M	Hold	30,000	–	–	0.6%	48
2023 Q1	$2.63M	Hold	30,000	–	–	0.69%	48
2022 Q4	$2.55M	Hold	30,000	–	–	0.59%	48
2022 Q3	$2.37M	Hold	30,000	–	–	0.59%	42
2022 Q2	$2.28M	Hold	30,000	–	–	0.53%	48
2022 Q1	$2.62M	Hold	30,000	–	–	0.48%	50
2021 Q4	$2.95M	Hold	30,000	–	–	0.52%	47
2021 Q3	$2.92M	Hold	30,000	–	–	0.57%	47
2021 Q2	$2.75M	Hold	30,000	–	–	0.53%	49
2021 Q1	$2.33M	Hold	30,000	–	–	0.5%	51
2020 Q4	$2.06M	Hold	30,000	–	–	0.48%	55
2020 Q3	$1.45M	Hold	30,000	–	–	0.39%	62
2020 Q2	$1.45M	Hold	30,000	–	–	0.44%	60
2020 Q1	$1.02M	Hold	30,000	–	–	0.37%	64
2019 Q4	$1.53M	Hold	30,000	–	–	0.45%	59
2019 Q3	$1.28M	Hold	30,000	–	–	0.42%	65
2019 Q2	$1.31M	Hold	30,000	–	–	0.44%	63
2019 Q1	$1.27M	Hold	30,000	–	–	0.42%	66
2018 Q4	$1.19M	Hold	30,000	–	–	0.45%	57
2018 Q3	$1.4M	Hold	30,000	–	–	0.44%	59
2018 Q2	$1.42M	Hold	30,000	–	–	0.49%	52
2018 Q1	$1.62M	Buy	+30,000	New	+$1.62M	0.66%	44