AFFA
ALM First Financial Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-760
| Closed | -$320K | – | 26 |
|
2024
Q4 | $320K | Buy |
760
+230
| +43% | +$96.9K | 0.08% | 22 |
|
2024
Q3 | $228K | Hold |
530
| – | – | 0.06% | 23 |
|
2024
Q2 | $237K | Hold |
530
| – | – | 0.07% | 22 |
|
2024
Q1 | $223K | Buy |
+530
| New | +$223K | 0.06% | 22 |
|