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 |
|