AAFMAA Wealth Management & Trust’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
9,674
-609
| -6% | -$303K | 1.99% | 9 |
|
|
2025
Q1 | $3.86M | Sell |
10,283
-2,136
| -17% | -$802K | 1.75% | 10 |
|
|
2024
Q4 | $5.23M | Sell |
12,419
-41
| -0.3% | -$17.3K | 2.29% | 12 |
|
|
2024
Q3 | $5.36M | Buy |
12,460
+1,416
| +13% | +$609K | 2.36% | 12 |
|
|
2024
Q2 | $4.94M | Buy |
11,044
+1,375
| +14% | +$615K | 2.43% | 8 |
|
|
2024
Q1 | $4.07M | Buy |
9,669
+1,822
| +23% | +$767K | 2.22% | 12 |
|
|
2023
Q4 | $2.95M | Buy |
7,847
+279
| +4% | +$105K | 1.67% | 16 |
|
|
2023
Q3 | $2.39M | Sell |
7,568
-2,447
| -24% | -$773K | 2.22% | 17 |
|
|
2023
Q2 | $3.41M | Sell |
10,015
-2,066
| -17% | -$704K | 2.82% | 13 |
|
|
2023
Q1 | $3.48M | Buy |
12,081
+105
| +0.9% | +$30.3K | 2.79% | 14 |
|
|
2022
Q4 | $2.87M | Sell |
11,976
-978
| -8% | -$235K | 2.59% | 16 |
|
|
2022
Q3 | $3.02M | Sell |
12,954
-2,760
| -18% | -$643K | 2.22% | 15 |
|
|
2022
Q2 | $4.04M | Sell |
15,714
-1,339
| -8% | -$344K | 2.72% | 15 |
|
|
2022
Q1 | $5.26M | Sell |
17,053
-13,366
| -44% | -$4.12M | 2.42% | 15 |
|
|
2021
Q4 | $10.2M | Buy |
30,419
+14,233
| +88% | +$4.79M | 4.46% | 2 |
|
|
2021
Q3 | $4.56M | Sell |
16,186
-11,758
| -42% | -$3.31M | 2.17% | 14 |
|
|
2021
Q2 | $7.57M | Sell |
27,944
-5,999
| -18% | -$1.63M | 3.47% | 8 |
|
|
2021
Q1 | $8M | Buy |
33,943
+8,722
| +35% | +$2.06M | 3.85% | 5 |
|
|
2020
Q4 | $5.61M | Buy |
+25,221
| New | +$5.61M | 2.71% | 11 |
|