AMBIA
Allen Mooney & Barnes Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Buy |
47,252
+464
| +1% | +$231K | 3.86% | 4 |
|
|
2025
Q1 | $17.6M | Sell |
46,788
-12,296
| -21% | -$4.62M | 2.86% | 7 |
|
|
2024
Q4 | $24.9M | Buy |
59,084
+1,442
| +3% | +$608K | 4.2% | 3 |
|
|
2024
Q3 | $24.8M | Sell |
57,642
-943
| -2% | -$406K | 4.22% | 2 |
|
|
2024
Q2 | $26.2M | Buy |
58,585
+44,012
| +302% | +$19.7M | 4.68% | 3 |
|
|
2024
Q1 | $6.24M | Sell |
14,573
-42,016
| -74% | -$18M | 1.2% | 30 |
|
|
2023
Q4 | $21.3M | Buy |
56,589
+1,602
| +3% | +$602K | 4.05% | 2 |
|
|
2023
Q3 | $17.4M | Buy |
54,987
+1,360
| +3% | +$429K | 3.7% | 4 |
|
|
2023
Q2 | $18.3M | Buy |
53,627
+2,954
| +6% | +$1.01M | 4.04% | 2 |
|
|
2023
Q1 | $14.6M | Buy |
50,673
+1,142
| +2% | +$329K | 3.5% | 4 |
|
|
2022
Q4 | $11.9M | Buy |
49,531
+1,413
| +3% | +$339K | 2.85% | 4 |
|
|
2022
Q3 | $11.2M | Buy |
48,118
+2,351
| +5% | +$548K | 3% | 3 |
|
|
2022
Q2 | $11.8M | Buy |
45,767
+1,410
| +3% | +$362K | 3.01% | 5 |
|
|
2022
Q1 | $13.7M | Buy |
+44,357
| New | +$13.7M | 3.03% | 3 |
|