AIM
Anchor Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1M | Sell |
102,679
-2,351
| -2% | -$1.17M | 4.48% | 1 |
|
|
2025
Q1 | $39.4M | Buy |
105,030
+1,813
| +2% | +$681K | 3.68% | 1 |
|
|
2024
Q4 | $43.5M | Buy |
103,217
+2,128
| +2% | +$897K | 4.06% | 1 |
|
|
2024
Q3 | $43.5M | Buy |
101,089
+1,697
| +2% | +$730K | 4.11% | 1 |
|
|
2024
Q2 | $44.4M | Buy |
99,392
+1,170
| +1% | +$523K | 4.57% | 1 |
|
|
2024
Q1 | $41.3M | Buy |
98,222
+1,534
| +2% | +$645K | 4.33% | 1 |
|
|
2023
Q4 | $36.4M | Buy |
96,688
+2,183
| +2% | +$821K | 4.16% | 1 |
|
|
2023
Q3 | $29.8M | Buy |
94,505
+1,883
| +2% | +$595K | 3.9% | 1 |
|
|
2023
Q2 | $31.5M | Buy |
92,622
+3,289
| +4% | +$1.12M | 4.03% | 1 |
|
|
2023
Q1 | $25.8M | Buy |
89,333
+1,792
| +2% | +$517K | 3.51% | 1 |
|
|
2022
Q4 | $21M | Buy |
87,541
+85
| +0.1% | +$20.4K | 3.01% | 1 |
|
|
2022
Q3 | $20.4M | Buy |
87,456
+523
| +0.6% | +$122K | 3.16% | 1 |
|
|
2022
Q2 | $22.3M | Sell |
86,933
-295
| -0.3% | -$75.8K | 3.24% | 1 |
|
|
2022
Q1 | $26.9M | Buy |
87,228
+547
| +0.6% | +$169K | 3.39% | 1 |
|
|
2021
Q4 | $29.2M | Buy |
86,681
+114
| +0.1% | +$38.3K | 3.62% | 1 |
|
|
2021
Q3 | $24.4M | Sell |
86,567
-812
| -0.9% | -$229K | 3.4% | 1 |
|
|
2021
Q2 | $23.7M | Buy |
87,379
+546
| +0.6% | +$148K | 3.28% | 1 |
|
|
2021
Q1 | $20.5M | Buy |
86,833
+2,673
| +3% | +$630K | 3.12% | 1 |
|
|
2020
Q4 | $18.7M | Sell |
84,160
-5,495
| -6% | -$1.22M | 3.37% | 2 |
|
|
2020
Q3 | $18.9M | Buy |
89,655
+210
| +0.2% | +$44.2K | 3.83% | 1 |
|
|
2020
Q2 | $18.2M | Buy |
89,445
+683
| +0.8% | +$139K | 4.07% | 1 |
|
|
2020
Q1 | $14M | Buy |
88,762
+2,831
| +3% | +$446K | 3.61% | 3 |
|
|
2019
Q4 | $13.6M | Buy |
85,931
+2,131
| +3% | +$336K | 2.89% | 3 |
|
|
2019
Q3 | $11.7M | Buy |
83,800
+1,696
| +2% | +$236K | 2.68% | 3 |
|
|
2019
Q2 | $11M | Buy |
82,104
+1,974
| +2% | +$264K | 2.62% | 3 |
|
|
2019
Q1 | $9.45M | Buy |
80,130
+10,127
| +14% | +$1.19M | 2.36% | 3 |
|
|
2018
Q4 | $7.11M | Sell |
70,003
-31,358
| -31% | -$3.19M | 2.02% | 3 |
|
|
2018
Q3 | $11.6M | Sell |
101,361
-3,760
| -4% | -$430K | 2.65% | 3 |
|
|
2018
Q2 | $10.4M | Buy |
105,121
+6,455
| +7% | +$637K | 2.55% | 3 |
|
|
2018
Q1 | $9.01M | Buy |
98,666
+13,996
| +17% | +$1.28M | 2.36% | 3 |
|
|
2017
Q4 | $7.24M | Buy |
84,670
+2,881
| +4% | +$246K | 1.92% | 3 |
|
|
2017
Q3 | $6.09M | Sell |
81,789
-229
| -0.3% | -$17.1K | 1.78% | 4 |
|
|
2017
Q2 | $5.65M | Buy |
82,018
+3,089
| +4% | +$213K | 1.88% | 4 |
|
|
2017
Q1 | $5.2M | Sell |
78,929
-1,137
| -1% | -$74.9K | 1.79% | 7 |
|
|
2016
Q4 | $4.98M | Buy |
80,066
+7,317
| +10% | +$455K | 1.86% | 6 |
|
|
2016
Q3 | $4.19M | Sell |
72,749
-335
| -0.5% | -$19.3K | 1.62% | 8 |
|
|
2016
Q2 | $3.74M | Sell |
73,084
-22
| -0% | -$1.13K | 1.48% | 9 |
|
|
2016
Q1 | $4.04M | Buy |
+73,106
| New | +$4.04M | 1.65% | 8 |
|