AFS Financial Group’s Microsoft MSFT Stock Holding History

AFS Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-454	Closed	-$203K	–	13
2024 Q2	$203K	Sell	454 -437	-49%	-$185K	2.72%	18
2024 Q1	$375K	Sell	891 -7,362	-89%	-$2.98M	1.58%	14
2023 Q4	$3.1M	Sell	8,253 -10,449	-56%	-$3.72M	2.91%	8
2023 Q3	$5.91M	Sell	18,702 -32	-0.2%	-$10.6K	4.03%	5
2023 Q2	$6.38M	Buy	18,734 +495	+3%	+$155K	4.14%	5
2023 Q1	$5.26M	Buy	18,239 +25	+0.1%	+$6.38K	3.51%	5
2022 Q4	$4.37M	Buy	+18,214	New	+$4.37M	3.11%	6

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AFS Financial Group's MSFT Position: Q3 2024 in Review

AFS Financial Group sold out of Microsoft (MSFT) in Q3 2024, closing a stake of 454 shares — an estimated $203K sold.

AFS Financial Group first reported a position in MSFT in Q4 2022 and held it in 7 quarters. The position peaked at $6.38M in Q2 2023. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

AFS Financial Group reported no remaining Microsoft position as of Q3 2024 after selling out during the quarter.
AFS Financial Group sold 454 Microsoft shares in Q3 2024, an estimated $203K.
AFS Financial Group first reported a position in Microsoft in Q4 2022 and held it in 7 quarters.
AFS Financial Group's Microsoft position peaked at $6.38M in Q2 2023.
5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on AFS Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.