AFS
Access Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Sell |
10,955
-21
| -0.2% | -$10.4K | 2.06% | 7 |
|
|
2025
Q1 | $4.12M | Buy |
10,976
+624
| +6% | +$234K | 1.66% | 12 |
|
|
2024
Q4 | $4.36M | Sell |
10,352
-105
| -1% | -$44.3K | 1.94% | 12 |
|
|
2024
Q3 | $4.5M | Sell |
10,457
-28
| -0.3% | -$12K | 2.06% | 11 |
|
|
2024
Q2 | $4.69M | Sell |
10,485
-21
| -0.2% | -$9.39K | 2.13% | 8 |
|
|
2024
Q1 | $4.42M | Sell |
10,506
-18
| -0.2% | -$7.57K | 1.98% | 9 |
|
|
2023
Q4 | $3.96M | Sell |
10,524
-657
| -6% | -$247K | 2.04% | 8 |
|
|
2023
Q3 | $3.53M | Buy |
11,181
+167
| +2% | +$52.7K | 2.11% | 7 |
|
|
2023
Q2 | $3.75M | Sell |
11,014
-819
| -7% | -$279K | 2.19% | 7 |
|
|
2023
Q1 | $3.41M | Sell |
11,833
-430
| -4% | -$124K | 2.07% | 7 |
|
|
2022
Q4 | $2.94M | Buy |
12,263
+1,700
| +16% | +$408K | 1.8% | 7 |
|
|
2022
Q3 | $2.46M | Buy |
10,563
+64
| +0.6% | +$14.9K | 1.59% | 8 |
|
|
2022
Q2 | $2.7M | Sell |
10,499
-125
| -1% | -$32.1K | 1.54% | 9 |
|
|
2022
Q1 | $3.28M | Buy |
10,624
+1,526
| +17% | +$471K | 1.56% | 8 |
|
|
2021
Q4 | $3.06M | Sell |
9,098
-551
| -6% | -$185K | 1.38% | 11 |
|
|
2021
Q3 | $2.72M | Sell |
9,649
-62
| -0.6% | -$17.5K | 1.23% | 16 |
|
|
2021
Q2 | $2.63M | Sell |
9,711
-328
| -3% | -$88.9K | 1.22% | 11 |
|
|
2021
Q1 | $2.37M | Sell |
10,039
-157
| -2% | -$37K | 1.11% | 19 |
|
|
2020
Q4 | $2.27M | Sell |
10,196
-877
| -8% | -$195K | 1.11% | 22 |
|
|
2020
Q3 | $2.33M | Sell |
11,073
-374
| -3% | -$78.7K | 1.26% | 18 |
|
|
2020
Q2 | $2.33M | Hold |
11,447
| – | – | 1.53% | 13 |
|
|
2020
Q1 | $1.81M | Sell |
11,447
-1,312
| -10% | -$207K | 1.44% | 13 |
|
|
2019
Q4 | $2.01M | Sell |
12,759
-408
| -3% | -$64.3K | 1.17% | 20 |
|
|
2019
Q3 | $1.83M | Sell |
13,167
-50
| -0.4% | -$6.95K | 1.3% | 19 |
|
|
2019
Q2 | $1.77M | Buy |
13,217
+253
| +2% | +$33.9K | 1.35% | 20 |
|
|
2019
Q1 | $1.53M | Buy |
12,964
+165
| +1% | +$19.5K | 1.2% | 25 |
|
|
2018
Q4 | $1.3M | Sell |
12,799
-376
| -3% | -$38.2K | 1.16% | 24 |
|
|
2018
Q3 | $1.51M | Buy |
13,175
+457
| +4% | +$52.3K | 1.03% | 23 |
|
|
2018
Q2 | $1.25M | Buy |
12,718
+70
| +0.6% | +$6.9K | 0.88% | 33 |
|
|
2018
Q1 | $1.15M | Sell |
12,648
-300
| -2% | -$27.4K | 0.85% | 38 |
|
|
2017
Q4 | $1.11M | Sell |
12,948
-3,280
| -20% | -$281K | 0.76% | 40 |
|
|
2017
Q3 | $1.21M | Sell |
16,228
-226
| -1% | -$16.8K | 0.92% | 36 |
|
|
2017
Q2 | $1.13M | Sell |
16,454
-770
| -4% | -$53.1K | 0.93% | 37 |
|
|
2017
Q1 | $1.13M | Buy |
17,224
+13
| +0.1% | +$856 | 0.96% | 33 |
|
|
2016
Q4 | $1.07M | Buy |
+17,211
| New | +$1.07M | 0.97% | 28 |
|