AWS
AJ Wealth Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.5M | Buy |
39,713
+1,348
| +4% | +$459K | 0.65% | 33 |
|
|
2023
Q1 | $11.1M | Sell |
38,365
-410
| -1% | -$118K | 0.58% | 31 |
|
|
2022
Q4 | $9.3M | Sell |
38,775
-3,323
| -8% | -$797K | 0.49% | 34 |
|
|
2022
Q3 | $9.81M | Sell |
42,098
-2,806
| -6% | -$654K | 0.57% | 30 |
|
|
2022
Q2 | $11.5M | Buy |
44,904
+994
| +2% | +$255K | 0.61% | 27 |
|
|
2022
Q1 | $13.5M | Buy |
43,910
+1,943
| +5% | +$599K | 0.67% | 26 |
|
|
2021
Q4 | $14.1M | Buy |
41,967
+2,443
| +6% | +$822K | 0.67% | 21 |
|
|
2021
Q3 | $11.1M | Buy |
39,524
+1,952
| +5% | +$550K | 0.6% | 24 |
|
|
2021
Q2 | $10.2M | Sell |
37,572
-33
| -0.1% | -$8.94K | 0.61% | 19 |
|
|
2021
Q1 | $8.87M | Sell |
37,605
-188
| -0.5% | -$44.3K | 0.63% | 21 |
|
|
2020
Q4 | $8.41M | Buy |
37,793
+577
| +2% | +$128K | 0.73% | 18 |
|
|
2020
Q3 | $7.83M | Buy |
37,216
+517
| +1% | +$109K | 0.8% | 18 |
|
|
2020
Q2 | $7.47M | Buy |
36,699
+1,894
| +5% | +$385K | 0.83% | 18 |
|
|
2020
Q1 | $5.49M | Buy |
34,805
+20,800
| +149% | +$3.28M | 0.74% | 17 |
|
|
2019
Q4 | $2.2M | Sell |
14,005
-124
| -0.9% | -$19.5K | 0.26% | 36 |
|
|
2019
Q3 | $1.88M | Sell |
14,129
-2,241
| -14% | -$299K | 0.25% | 38 |
|
|
2019
Q2 | $2.1M | Sell |
16,370
-5,803
| -26% | -$743K | 0.31% | 35 |
|
|
2019
Q1 | $2.62M | Sell |
22,173
-1,126
| -5% | -$133K | 0.43% | 24 |
|
|
2018
Q4 | $2.37M | Buy |
23,299
+2,653
| +13% | +$270K | 0.46% | 26 |
|
|
2018
Q3 | $2.36M | Buy |
20,646
+50
| +0.2% | +$5.72K | 0.44% | 26 |
|
|
2018
Q2 | $2.02M | Buy |
20,596
+472
| +2% | +$46.3K | 0.42% | 27 |
|
|
2018
Q1 | $1.84M | Buy |
20,124
+1,979
| +11% | +$181K | 0.44% | 29 |
|
|
2017
Q4 | $1.55M | Buy |
18,145
+1,942
| +12% | +$166K | 0.39% | 30 |
|
|
2017
Q3 | $1.21M | Hold |
16,203
| – | – | 0.39% | 38 |
|
|
2017
Q2 | $1.12M | Buy |
16,203
+9,094
| +128% | +$627K | 0.42% | 39 |
|
|
2017
Q1 | $468K | Buy |
7,109
+150
| +2% | +$9.88K | 0.2% | 50 |
|
|
2016
Q4 | $432K | Buy |
+6,959
| New | +$432K | 0.22% | 48 |
|