APM
Advanced Portfolio Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.41M | Hold |
4,837
| – | – | 6.72% | 2 |
|
2025
Q1 | $1.82M | Sell |
4,837
-8,896
| -65% | -$3.34M | 3.66% | 12 |
|
2024
Q4 | $5.75M | Buy |
13,733
+7,632
| +125% | +$3.19M | 6.57% | 1 |
|
2024
Q3 | $2.63M | Sell |
6,101
-5,287
| -46% | -$2.27M | 2.7% | 16 |
|
2024
Q2 | $5.09M | Hold |
11,388
| – | – | 3.36% | 11 |
|
2024
Q1 | $4.79M | Buy |
11,388
+320
| +3% | +$135K | 9.05% | 1 |
|
2023
Q4 | $4.16M | Sell |
11,068
-8,801
| -44% | -$3.31M | 4.38% | 3 |
|
2023
Q3 | $6.27M | Buy |
19,869
+4,241
| +27% | +$1.34M | 5.27% | 1 |
|
2023
Q2 | $5.32M | Buy |
+15,628
| New | +$5.32M | 4.85% | 6 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 48 |
|