AFWM
AMJ Financial Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
22,989
-12
| -0.1% | -$5.97K | 2.85% | 8 |
|
|
2025
Q1 | $8.63M | Buy |
23,001
+89
| +0.4% | +$33.4K | 2.55% | 16 |
|
|
2024
Q4 | $9.66M | Sell |
22,912
-169
| -0.7% | -$71.2K | 2.67% | 15 |
|
|
2024
Q3 | $9.93M | Sell |
23,081
-109
| -0.5% | -$46.9K | 2.85% | 11 |
|
|
2024
Q2 | $10.4M | Sell |
23,190
-104
| -0.4% | -$46.5K | 3.21% | 7 |
|
|
2024
Q1 | $9.8M | Buy |
23,294
+3
| +0% | +$1.26K | 3.27% | 6 |
|
|
2023
Q4 | $8.76M | Hold |
23,291
| – | – | 3.69% | 6 |
|
|
2023
Q3 | $7.35M | Buy |
23,291
+7
| +0% | +$2.21K | 3.39% | 9 |
|
|
2023
Q2 | $7.93M | Buy |
23,284
+807
| +4% | +$275K | 3.48% | 7 |
|
|
2023
Q1 | $6.48M | Buy |
22,477
+80
| +0.4% | +$23.1K | 4.17% | 5 |
|
|
2022
Q4 | $5.37M | Sell |
22,397
-1,261
| -5% | -$302K | 3.18% | 13 |
|
|
2022
Q3 | $5.51M | Buy |
23,658
+151
| +0.6% | +$35.2K | 3.58% | 12 |
|
|
2022
Q2 | $6.04M | Sell |
23,507
-28,207
| -55% | -$7.24M | 5.1% | 8 |
|
|
2022
Q1 | $15.9M | Buy |
51,714
+2,110
| +4% | +$651K | 6.39% | 1 |
|
|
2021
Q4 | $16.7M | Buy |
49,604
+3,549
| +8% | +$1.19M | 6.02% | 1 |
|
|
2021
Q3 | $13M | Buy |
46,055
+882
| +2% | +$249K | 5.32% | 2 |
|
|
2021
Q2 | $12.2M | Buy |
45,173
+611
| +1% | +$166K | 5.33% | 2 |
|
|
2021
Q1 | $10.5M | Sell |
44,562
-232
| -0.5% | -$54.7K | 5.08% | 2 |
|
|
2020
Q4 | $9.96M | Buy |
44,794
+4,894
| +12% | +$1.09M | 5.09% | 2 |
|
|
2020
Q3 | $8.39M | Buy |
39,900
+61
| +0.2% | +$12.8K | 4.94% | 1 |
|
|
2020
Q2 | $8.11M | Buy |
39,839
+14,244
| +56% | +$2.9M | 5.52% | 1 |
|
|
2020
Q1 | $4.04M | Sell |
25,595
-17,242
| -40% | -$2.72M | 7.01% | 4 |
|
|
2019
Q4 | $6.76M | Buy |
+42,837
| New | +$6.76M | 4.75% | 3 |
|