AWA
Aaron Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Buy |
65,688
+4,765
| +8% | +$2.37M | 3.34% | 5 |
|
|
2025
Q1 | $22.9M | Buy |
60,923
+213
| +0.4% | +$80K | 2.62% | 7 |
|
|
2024
Q4 | $25.6M | Buy |
60,710
+1,321
| +2% | +$557K | 2.97% | 8 |
|
|
2024
Q3 | $25.6M | Buy |
59,389
+5,896
| +11% | +$2.54M | 3.04% | 6 |
|
|
2024
Q2 | $23.9M | Buy |
53,493
+1,242
| +2% | +$555K | 3.32% | 6 |
|
|
2024
Q1 | $22M | Sell |
52,251
-393
| -0.7% | -$165K | 3.15% | 8 |
|
|
2023
Q4 | $19.8M | Sell |
52,644
-221,565
| -81% | -$83.3M | 3.28% | 7 |
|
|
2023
Q3 | $86.6M | Buy |
274,209
+33,586
| +14% | +$10.6M | 11.17% | 1 |
|
|
2023
Q2 | $81.9M | Buy |
240,623
+15,528
| +7% | +$5.29M | 10.65% | 1 |
|
|
2023
Q1 | $64.9M | Sell |
225,095
-10,217
| -4% | -$2.95M | 8.92% | 1 |
|
|
2022
Q4 | $56.4M | Buy |
235,312
+8,157
| +4% | +$1.96M | 8.24% | 2 |
|
|
2022
Q3 | $52.9M | Buy |
227,155
+153,318
| +208% | +$35.7M | 9.75% | 1 |
|
|
2022
Q2 | $19M | Sell |
73,837
-20,537,303
| -100% | -$5.27B | 4.77% | 5 |
|
|
2022
Q1 | $66.9M | Buy |
20,611,140
+20,553,188
| +35,466% | +$66.7M | 0.93% | 20 |
|
|
2021
Q4 | $19.5M | Buy |
57,952
+3,088
| +6% | +$1.04M | 5.45% | 4 |
|
|
2021
Q3 | $15.5M | Buy |
54,864
+1,035
| +2% | +$292K | 4.36% | 5 |
|
|
2021
Q2 | $14.6M | Buy |
53,829
+544
| +1% | +$147K | 4.8% | 5 |
|
|
2021
Q1 | $12.6M | Buy |
53,285
+829
| +2% | +$195K | 4.61% | 5 |
|
|
2020
Q4 | $11.7M | Buy |
+52,456
| New | +$11.7M | 4.27% | 4 |
|