AFS
Aft Forsyth & Sober’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
21,400
+200
| +0.9% | +$99.5K | 3.59% | 6 |
|
|
2025
Q1 | $7.96M | Buy |
21,200
+50
| +0.2% | +$18.8K | 2.78% | 8 |
|
|
2024
Q4 | $8.91M | Hold |
21,150
| – | – | 2.89% | 8 |
|
|
2024
Q3 | $9.1M | Hold |
21,150
| – | – | 2.99% | 8 |
|
|
2024
Q2 | $9.45M | Hold |
21,150
| – | – | 3.24% | 7 |
|
|
2024
Q1 | $8.9M | Buy |
21,150
+12,225
| +137% | +$5.14M | 3.13% | 7 |
|
|
2023
Q4 | $3.36M | Buy |
8,925
+1,000
| +13% | +$376K | 1.29% | 11 |
|
|
2023
Q3 | $2.5M | Hold |
7,925
| – | – | 1.06% | 17 |
|
|
2023
Q2 | $2.7M | Buy |
7,925
+350
| +5% | +$119K | 1.12% | 18 |
|
|
2023
Q1 | $2.18M | Sell |
7,575
-350
| -4% | -$101K | 1.1% | 17 |
|
|
2022
Q4 | $1.9M | Hold |
7,925
| – | – | 0.86% | 28 |
|
|
2022
Q3 | $1.85M | Hold |
7,925
| – | – | 0.9% | 23 |
|
|
2022
Q2 | $2.04M | Hold |
7,925
| – | – | 0.95% | 17 |
|
|
2022
Q1 | $2.44M | Hold |
7,925
| – | – | 0.96% | 18 |
|
|
2021
Q4 | $2.67M | Hold |
7,925
| – | – | 0.94% | 17 |
|
|
2021
Q3 | $2.23M | Buy |
7,925
+75
| +1% | +$21.1K | 0.84% | 24 |
|
|
2021
Q2 | $2.13M | Hold |
7,850
| – | – | 0.8% | 24 |
|
|
2021
Q1 | $1.85M | Buy |
7,850
+5,300
| +208% | +$1.25M | 0.76% | 26 |
|
|
2020
Q4 | $567K | Buy |
2,550
+2,400
| +1,600% | +$534K | 0.44% | 23 |
|
|
2020
Q3 | $31K | Sell |
150
-200
| -57% | -$41.3K | 0.24% | 24 |
|
|
2020
Q2 | $71K | Buy |
+350
| New | +$71K | 0.5% | 20 |
|
|
2020
Q1 | – | Sell |
-920
| Closed | -$145K | – | 56 |
|
|
2019
Q4 | $145K | Buy |
+920
| New | +$145K | 0.13% | 20 |
|