AWM
AAF Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
2,416
+517
| +27% | +$257K | 0.55% | 18 |
|
|
2025
Q1 | $713K | Buy |
1,899
+260
| +16% | +$97.6K | 0.38% | 23 |
|
|
2024
Q4 | $691K | Hold |
1,639
| – | – | 0.35% | 24 |
|
|
2024
Q3 | $705K | Sell |
1,639
-135
| -8% | -$58.1K | 0.36% | 19 |
|
|
2024
Q2 | $793K | Buy |
1,774
+221
| +14% | +$98.8K | 0.41% | 19 |
|
|
2024
Q1 | $653K | Sell |
1,553
-756
| -33% | -$318K | 0.37% | 21 |
|
|
2023
Q4 | $868K | Buy |
2,309
+742
| +47% | +$279K | 0.51% | 17 |
|
|
2023
Q3 | $495K | Buy |
1,567
+1
| +0.1% | +$316 | 0.32% | 22 |
|
|
2023
Q2 | $533K | Sell |
1,566
-21
| -1% | -$7.15K | 0.33% | 21 |
|
|
2023
Q1 | $458K | Sell |
1,587
-219
| -12% | -$63.1K | 0.3% | 23 |
|
|
2022
Q4 | $433K | Sell |
1,806
-67
| -4% | -$16.1K | 0.31% | 23 |
|
|
2022
Q3 | $436K | Buy |
1,873
+16
| +0.9% | +$3.73K | 0.35% | 19 |
|
|
2022
Q2 | $477K | Sell |
1,857
-123
| -6% | -$31.6K | 0.36% | 19 |
|
|
2022
Q1 | $610K | Buy |
1,980
+45
| +2% | +$13.9K | 0.4% | 16 |
|
|
2021
Q4 | $651K | Buy |
1,935
+656
| +51% | +$221K | 0.47% | 12 |
|
|
2021
Q3 | $361K | Buy |
1,279
+32
| +3% | +$9.02K | 0.27% | 18 |
|
|
2021
Q2 | $338K | Sell |
1,247
-54
| -4% | -$14.6K | 0.26% | 19 |
|
|
2021
Q1 | $307K | Sell |
1,301
-440
| -25% | -$104K | 0.26% | 18 |
|
|
2020
Q4 | $387K | Buy |
+1,741
| New | +$387K | 0.35% | 18 |
|