AFA
AA Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
15,133
+549
| +4% | +$273K | 1.62% | 24 |
|
|
2025
Q1 | $5.47M | Sell |
14,584
-17
| -0.1% | -$6.38K | 1.34% | 27 |
|
|
2024
Q4 | $6.15M | Buy |
14,601
+55
| +0.4% | +$23.2K | 1.64% | 23 |
|
|
2024
Q3 | $6.26M | Buy |
14,546
+473
| +3% | +$204K | 1.81% | 20 |
|
|
2024
Q2 | $6.29M | Buy |
14,073
+1,161
| +9% | +$519K | 2.22% | 11 |
|
|
2024
Q1 | $5.43M | Buy |
12,912
+11,468
| +794% | +$4.82M | 2.19% | 12 |
|
|
2023
Q4 | $543K | Buy |
+1,444
| New | +$543K | 0.36% | 42 |
|