AF
Apexium Financial’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Sell |
50,436
-170
| -0.3% | -$84.6K | 1.33% | 13 |
|
|
2025
Q1 | $19M | Buy |
50,606
+8,440
| +20% | +$3.17M | 1.13% | 13 |
|
|
2024
Q4 | $17.8M | Buy |
42,166
+7,733
| +22% | +$3.26M | 1.08% | 15 |
|
|
2024
Q3 | $14.8M | Buy |
34,433
+11,238
| +48% | +$4.84M | 0.98% | 16 |
|
|
2024
Q2 | $10.4M | Sell |
23,195
-1,720
| -7% | -$769K | 0.74% | 19 |
|
|
2024
Q1 | $10.5M | Sell |
24,915
-51,670
| -67% | -$21.7M | 0.79% | 19 |
|
|
2023
Q4 | $28.8M | Buy |
76,585
+53,707
| +235% | +$20.2M | 2.07% | 7 |
|
|
2023
Q3 | $7.22M | Buy |
22,878
+745
| +3% | +$235K | 0.72% | 22 |
|
|
2023
Q2 | $7.54M | Buy |
22,133
+375
| +2% | +$128K | 0.67% | 23 |
|
|
2023
Q1 | $6.27M | Buy |
21,758
+53
| +0.2% | +$15.3K | 0.62% | 23 |
|
|
2022
Q4 | $5.21M | Buy |
21,705
+147
| +0.7% | +$35.3K | 0.54% | 22 |
|
|
2022
Q3 | $5.02M | Buy |
21,558
+13,749
| +176% | +$3.2M | 0.62% | 21 |
|
|
2022
Q2 | $2.01M | Buy |
7,809
+1,784
| +30% | +$458K | 1.15% | 16 |
|
|
2022
Q1 | $2.02M | Hold |
6,025
| – | – | 1.06% | 17 |
|
|
2021
Q4 | $2.03M | Buy |
6,025
+86
| +1% | +$28.9K | 1.05% | 19 |
|
|
2021
Q3 | $1.67M | Buy |
5,939
+910
| +18% | +$256K | 0.97% | 22 |
|
|
2021
Q2 | $1.36M | Sell |
5,029
-51
| -1% | -$13.8K | 0.85% | 25 |
|
|
2021
Q1 | $1.2M | Sell |
5,080
-503
| -9% | -$119K | 0.88% | 26 |
|
|
2020
Q4 | $1.24M | Buy |
5,583
+46
| +0.8% | +$10.2K | 0.98% | 24 |
|
|
2020
Q3 | $1.16M | Buy |
5,537
+313
| +6% | +$65.7K | 0.94% | 25 |
|
|
2020
Q2 | $1.06M | Buy |
5,224
+1,506
| +41% | +$306K | 0.96% | 24 |
|
|
2020
Q1 | $586K | Sell |
3,718
-834
| -18% | -$131K | 0.78% | 26 |
|
|
2019
Q4 | $718K | Buy |
+4,552
| New | +$718K | 0.93% | 25 |
|