AFG Fiduciary Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Sell
791
-18
-2% -$8.86K 0.25% 56
2025
Q1
$316K Sell
809
-185
-19% -$72.2K 0.23% 56
2024
Q4
$424K Buy
994
+32
+3% +$13.6K 0.3% 45
2024
Q3
$401K Buy
962
+1
+0.1% +$416 0.27% 46
2024
Q2
$426K Buy
961
+9
+0.9% +$3.99K 0.3% 45
2024
Q1
$406K Sell
952
-62
-6% -$26.4K 0.3% 49
2023
Q4
$380K Sell
1,014
-140
-12% -$52.5K 0.31% 52
2023
Q3
$378K Hold
1,154
0.34% 46
2023
Q2
$398K Sell
1,154
-20
-2% -$6.91K 0.3% 54
2023
Q1
$338K Hold
1,174
0.31% 45
2022
Q4
$282K Sell
1,174
-46
-4% -$11K 0.26% 55
2022
Q3
$284K Buy
1,220
+96
+9% +$22.3K 0.27% 59
2022
Q2
$289K Hold
1,124
0.25% 66
2022
Q1
$347K Sell
1,124
-20
-2% -$6.17K 0.24% 65
2021
Q4
$385K Buy
+1,144
New +$385K 0.27% 53