AWMG
Alliance Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
5,754
+137
| +2% | +$68.1K | 0.73% | 34 |
|
|
2025
Q1 | $2.11M | Hold |
5,617
| – | – | 0.57% | 35 |
|
|
2024
Q4 | $2.37M | Buy |
5,617
+25
| +0.4% | +$10.5K | 0.63% | 35 |
|
|
2024
Q3 | $2.41M | Sell |
5,592
-30
| -0.5% | -$12.9K | 0.64% | 35 |
|
|
2024
Q2 | $2.51M | Hold |
5,622
| – | – | 0.72% | 33 |
|
|
2024
Q1 | $2.37M | Buy |
5,622
+1,106
| +24% | +$465K | 0.69% | 32 |
|
|
2023
Q4 | $1.7M | Buy |
+4,516
| New | +$1.7M | 0.53% | 38 |
|
|
2023
Q2 | $1.53M | Buy |
4,497
+107
| +2% | +$36.4K | 0.5% | 38 |
|
|
2023
Q1 | $1.27M | Buy |
4,390
+10
| +0.2% | +$2.88K | 0.43% | 38 |
|
|
2022
Q4 | $1.05M | Hold |
4,380
| – | – | 0.38% | 39 |
|
|
2022
Q3 | $1.02M | Hold |
4,380
| – | – | 0.4% | 38 |
|
|
2022
Q2 | $1.13M | Buy |
4,380
+10
| +0.2% | +$2.57K | 0.42% | 38 |
|
|
2022
Q1 | $1.35M | Buy |
4,370
+1
| +0% | +$308 | 0.44% | 37 |
|
|
2021
Q4 | $1.47M | Buy |
4,369
+52
| +1% | +$17.5K | 0.46% | 36 |
|
|
2021
Q3 | $1.22M | Sell |
4,317
-3
| -0.1% | -$846 | 0.4% | 37 |
|
|
2021
Q2 | $1.17M | Buy |
4,320
+138
| +3% | +$37.4K | 0.39% | 37 |
|
|
2021
Q1 | $986K | Sell |
4,182
-33
| -0.8% | -$7.78K | 0.37% | 30 |
|
|
2020
Q4 | $937K | Buy |
4,215
+176
| +4% | +$39.1K | 0.37% | 35 |
|
|
2020
Q3 | $849K | Buy |
4,039
+51
| +1% | +$10.7K | 0.36% | 35 |
|
|
2020
Q2 | $812K | Buy |
3,988
+35
| +0.9% | +$7.13K | 0.37% | 36 |
|
|
2020
Q1 | $623K | Sell |
3,953
-43
| -1% | -$6.78K | 0.33% | 40 |
|
|
2019
Q4 | $630K | Buy |
3,996
+762
| +24% | +$120K | 0.28% | 40 |
|
|
2019
Q3 | $450K | Sell |
3,234
-542
| -14% | -$75.4K | 0.22% | 42 |
|
|
2019
Q2 | $506K | Buy |
3,776
+510
| +16% | +$68.3K | 0.25% | 41 |
|
|
2019
Q1 | $385K | Buy |
3,266
+139
| +4% | +$16.4K | 0.2% | 41 |
|
|
2018
Q4 | $318K | Buy |
3,127
+10
| +0.3% | +$1.02K | 0.19% | 42 |
|
|
2018
Q3 | $356K | Sell |
3,117
-230
| -7% | -$26.3K | 0.19% | 42 |
|
|
2018
Q2 | $330K | Sell |
3,347
-105
| -3% | -$10.4K | 0.19% | 48 |
|
|
2018
Q1 | $315K | Buy |
3,452
+1,097
| +47% | +$100K | 0.15% | 56 |
|
|
2017
Q4 | $201K | Sell |
2,355
-2,391
| -50% | -$204K | 0.1% | 71 |
|
|
2017
Q3 | $354K | Buy |
+4,746
| New | +$354K | 0.09% | 69 |
|