Affiance Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
11,551
-65
| -0.6% | -$32.3K | 1.17% | 14 |
|
|
2025
Q1 | $4.36M | Sell |
11,616
-528
| -4% | -$198K | 1.02% | 15 |
|
|
2024
Q4 | $5.12M | Sell |
12,144
-97
| -0.8% | -$40.9K | 1.22% | 14 |
|
|
2024
Q3 | $5.27M | Buy |
12,241
+56
| +0.5% | +$24.1K | 1.28% | 16 |
|
|
2024
Q2 | $5.45M | Buy |
12,185
+515
| +4% | +$230K | 1.42% | 13 |
|
|
2024
Q1 | $4.91M | Buy |
11,670
+69
| +0.6% | +$29K | 1.33% | 15 |
|
|
2023
Q4 | $4.36M | Buy |
11,601
+1,030
| +10% | +$387K | 1.27% | 15 |
|
|
2023
Q3 | $3.34M | Buy |
10,571
+22
| +0.2% | +$6.95K | 1.7% | 13 |
|
|
2023
Q2 | $3.59M | Buy |
10,549
+187
| +2% | +$63.7K | 1.75% | 13 |
|
|
2023
Q1 | $2.99M | Buy |
10,362
+35
| +0.3% | +$10.1K | 1.58% | 13 |
|
|
2022
Q4 | $2.48M | Sell |
10,327
-1,717
| -14% | -$412K | 1% | 18 |
|
|
2022
Q3 | $2.81M | Sell |
12,044
-1,253
| -9% | -$292K | 1.58% | 12 |
|
|
2022
Q2 | $3.42M | Sell |
13,297
-1,217
| -8% | -$313K | 1.84% | 12 |
|
|
2022
Q1 | $4.48M | Sell |
14,514
-9,005
| -38% | -$2.78M | 2.18% | 11 |
|
|
2021
Q4 | $7.91M | Buy |
23,519
+635
| +3% | +$214K | 3.3% | 7 |
|
|
2021
Q3 | $6.45M | Buy |
22,884
+27
| +0.1% | +$7.61K | 2.81% | 9 |
|
|
2021
Q2 | $6.19M | Sell |
22,857
-478
| -2% | -$129K | 2.63% | 11 |
|
|
2021
Q1 | $5.5M | Sell |
23,335
-46
| -0.2% | -$10.8K | 2.45% | 11 |
|
|
2020
Q4 | $5.2M | Buy |
23,381
+63
| +0.3% | +$14K | 2.71% | 10 |
|
|
2020
Q3 | $4.91M | Sell |
23,318
-2,468
| -10% | -$519K | 2.83% | 9 |
|
|
2020
Q2 | $5.25M | Buy |
25,786
+220
| +0.9% | +$44.8K | 2.85% | 11 |
|
|
2020
Q1 | $4.03M | Buy |
25,566
+11,906
| +87% | +$1.88M | 2.78% | 8 |
|
|
2019
Q4 | $2.15M | Buy |
13,660
+486
| +4% | +$76.6K | 1.19% | 13 |
|
|
2019
Q3 | $1.83M | Hold |
13,174
| – | – | 1.11% | 15 |
|
|
2019
Q2 | $1.77M | Buy |
13,174
+175
| +1% | +$23.4K | 1.08% | 18 |
|
|
2019
Q1 | $1.53M | Sell |
12,999
-1,230
| -9% | -$145K | 0.97% | 22 |
|
|
2018
Q4 | $1.45M | Sell |
14,229
-27
| -0.2% | -$2.74K | 0.95% | 23 |
|
|
2018
Q3 | $1.63M | Sell |
14,256
-132
| -0.9% | -$15.1K | 1.07% | 18 |
|
|
2018
Q2 | $1.42M | Buy |
14,388
+8,629
| +150% | +$851K | 1.09% | 17 |
|
|
2018
Q1 | $526K | Sell |
5,759
-85
| -1% | -$7.76K | 0.46% | 43 |
|
|
2017
Q4 | $500K | Sell |
5,844
-277
| -5% | -$23.7K | 0.37% | 42 |
|
|
2017
Q3 | $456K | Buy |
6,121
+750
| +14% | +$55.9K | 0.37% | 45 |
|
|
2017
Q2 | $370K | Buy |
5,371
+77
| +1% | +$5.3K | 0.29% | 49 |
|
|
2017
Q1 | $349K | Sell |
5,294
-44
| -0.8% | -$2.9K | 0.27% | 57 |
|
|
2016
Q4 | $332K | Sell |
5,338
-527
| -9% | -$32.8K | 0.27% | 61 |
|
|
2016
Q3 | $338K | Buy |
5,865
+332
| +6% | +$19.1K | 0.27% | 60 |
|
|
2016
Q2 | $283K | Buy |
5,533
+187
| +3% | +$9.57K | 0.24% | 67 |
|
|
2016
Q1 | $295K | Buy |
5,346
+380
| +8% | +$21K | 0.28% | 68 |
|
|
2015
Q4 | $276K | Hold |
4,966
| – | – | 0.28% | 66 |
|
|
2015
Q3 | $220K | Buy |
4,966
+7
| +0.1% | +$310 | 0.28% | 79 |
|
|
2015
Q2 | $219K | Hold |
4,959
| – | – | 0.28% | 83 |
|
|
2015
Q1 | $202K | Buy |
4,959
+215
| +5% | +$8.76K | 0.31% | 84 |
|
|
2014
Q4 | $220K | Buy |
+4,744
| New | +$220K | 0.39% | 67 |
|