AIFAIM
American Institute for Advanced Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
9,459
-25
| -0.3% | -$12.4K | 3.33% | 4 |
|
|
2025
Q1 | $3.56M | Sell |
9,484
-70
| -0.7% | -$26.3K | 2.72% | 6 |
|
|
2024
Q4 | $4.03M | Sell |
9,554
-97
| -1% | -$40.9K | 3% | 5 |
|
|
2024
Q3 | $4.15M | Buy |
9,651
+10
| +0.1% | +$4.3K | 2.97% | 5 |
|
|
2024
Q2 | $4.31M | Buy |
9,641
+41
| +0.4% | +$18.3K | 3.3% | 5 |
|
|
2024
Q1 | $4.04M | Sell |
9,600
-46
| -0.5% | -$19.4K | 3.19% | 5 |
|
|
2023
Q4 | $3.63M | Sell |
9,646
-316
| -3% | -$119K | 3.2% | 5 |
|
|
2023
Q3 | $3.06M | Buy |
9,962
+255
| +3% | +$78.3K | 2.83% | 6 |
|
|
2023
Q2 | $3.31M | Buy |
9,707
+1,007
| +12% | +$343K | 2.89% | 6 |
|
|
2023
Q1 | $2.5M | Sell |
8,700
-1,502
| -15% | -$431K | 2.66% | 9 |
|
|
2022
Q4 | $2.45M | Sell |
10,202
-299
| -3% | -$71.7K | 2.24% | 9 |
|
|
2022
Q3 | $2.45M | Sell |
10,501
-390
| -4% | -$90.8K | 2.28% | 10 |
|
|
2022
Q2 | $2.8M | Buy |
10,891
+70
| +0.6% | +$18K | 2.45% | 10 |
|
|
2022
Q1 | $3.34M | Sell |
10,821
-55
| -0.5% | -$17K | 2.42% | 11 |
|
|
2021
Q4 | $3.66M | Buy |
10,876
+130
| +1% | +$43.7K | 2.46% | 11 |
|
|
2021
Q3 | $3.03M | Sell |
10,746
-23
| -0.2% | -$6.49K | 2.15% | 12 |
|
|
2021
Q2 | $2.92M | Buy |
10,769
+756
| +8% | +$205K | 2.06% | 13 |
|
|
2021
Q1 | $2.36M | Sell |
10,013
-274
| -3% | -$64.6K | 1.8% | 17 |
|
|
2020
Q4 | $2.29M | Buy |
10,287
+7
| +0.1% | +$1.56K | 1.84% | 16 |
|
|
2020
Q3 | $2.16M | Sell |
10,280
-287
| -3% | -$60.4K | 1.94% | 16 |
|
|
2020
Q2 | $2.15M | Buy |
10,567
+788
| +8% | +$160K | 2.03% | 14 |
|
|
2020
Q1 | $1.54M | Sell |
9,779
-150
| -2% | -$23.7K | 1.67% | 19 |
|
|
2019
Q4 | $1.57M | Buy |
+9,929
| New | +$1.57M | 1.51% | 25 |
|