AFAS
Acorn Financial Advisory Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Sell |
10,489
-196
| -2% | -$97.5K | 0.86% | 18 |
|
|
2025
Q1 | $4.01M | Sell |
10,685
-1,894
| -15% | -$711K | 0.73% | 20 |
|
|
2024
Q4 | $5.3M | Sell |
12,579
-448
| -3% | -$189K | 0.87% | 15 |
|
|
2024
Q3 | $5.61M | Buy |
13,027
+100
| +0.8% | +$43K | 0.99% | 14 |
|
|
2024
Q2 | $5.78M | Sell |
12,927
-171
| -1% | -$76.4K | 1.08% | 14 |
|
|
2024
Q1 | $5.51M | Sell |
13,098
-3,043
| -19% | -$1.28M | 1.04% | 14 |
|
|
2023
Q4 | $6.04M | Sell |
16,141
-2,048
| -11% | -$766K | 1.06% | 13 |
|
|
2023
Q3 | $5.76M | Buy |
18,189
+3,339
| +22% | +$1.06M | 1.03% | 15 |
|
|
2023
Q2 | $5.06M | Sell |
14,850
-209
| -1% | -$71.2K | 0.9% | 14 |
|
|
2023
Q1 | $4.34M | Buy |
15,059
+1,454
| +11% | +$419K | 0.84% | 15 |
|
|
2022
Q4 | $3.26M | Buy |
13,605
+1,264
| +10% | +$303K | 0.69% | 17 |
|
|
2022
Q3 | $2.87M | Buy |
12,341
+107
| +0.9% | +$24.9K | 0.69% | 18 |
|
|
2022
Q2 | $3.14M | Buy |
12,234
+146
| +1% | +$37.5K | 0.75% | 17 |
|
|
2022
Q1 | $3.73M | Sell |
12,088
-56
| -0.5% | -$17.3K | 0.75% | 17 |
|
|
2021
Q4 | $4.08M | Sell |
12,144
-1,305
| -10% | -$439K | 0.82% | 17 |
|
|
2021
Q3 | $3.79M | Sell |
13,449
-40,470
| -75% | -$11.4M | 1.17% | 16 |
|
|
2021
Q2 | $14.6M | Buy |
53,919
+72
| +0.1% | +$19.5K | 4.31% | 3 |
|
|
2021
Q1 | $12.8M | Buy |
53,847
+5,255
| +11% | +$1.24M | 4.66% | 3 |
|
|
2020
Q4 | $10.8M | Buy |
48,592
+35,805
| +280% | +$7.96M | 4.24% | 3 |
|
|
2020
Q3 | $2.69M | Sell |
12,787
-252
| -2% | -$53K | 1.41% | 12 |
|
|
2020
Q2 | $2.65M | Buy |
13,039
+501
| +4% | +$102K | 1.85% | 4 |
|
|
2020
Q1 | $1.98M | Buy |
12,538
+953
| +8% | +$150K | 1.96% | 4 |
|
|
2019
Q4 | $1.83M | Buy |
+11,585
| New | +$1.83M | 1.53% | 7 |
|