AWM
Ameliora Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
9,569
-4,430
| -32% | -$2.2M | 1.7% | 15 |
|
|
2025
Q1 | $5.26M | Buy |
13,999
+114
| +0.8% | +$42.8K | 1.98% | 13 |
|
|
2024
Q4 | $5.85M | Buy |
13,885
+1,087
| +8% | +$458K | 2.2% | 13 |
|
|
2024
Q3 | $5.51M | Sell |
12,798
-773
| -6% | -$333K | 2.3% | 10 |
|
|
2024
Q2 | $6.07M | Sell |
13,571
-802
| -6% | -$358K | 2.75% | 10 |
|
|
2024
Q1 | $6.05M | Buy |
14,373
+213
| +2% | +$89.6K | 2.74% | 10 |
|
|
2023
Q4 | $5.32M | Buy |
14,160
+3,004
| +27% | +$1.13M | 2.64% | 10 |
|
|
2023
Q3 | $3.52M | Sell |
11,156
-139
| -1% | -$43.9K | 2.09% | 16 |
|
|
2023
Q2 | $3.75M | Sell |
11,295
-1,911
| -14% | -$634K | 2.31% | 12 |
|
|
2023
Q1 | $3.77M | Buy |
13,206
+2,606
| +25% | +$743K | 2.2% | 10 |
|
|
2022
Q4 | $2.54M | Buy |
10,600
+8,540
| +415% | +$2.05M | 1.36% | 27 |
|
|
2022
Q3 | $465K | Buy |
2,060
+1,595
| +343% | +$360K | 0.25% | 53 |
|
|
2022
Q2 | $119K | Sell |
465
-13,188
| -97% | -$3.37M | 0.14% | 33 |
|
|
2022
Q1 | $3.87M | Buy |
13,653
+10,632
| +352% | +$3.02M | 2.55% | 8 |
|
|
2021
Q4 | $925K | Buy |
+3,021
| New | +$925K | 0.85% | 18 |
|