AWM
Apollon Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Buy |
352,543
+11,301
| +3% | +$5.62M | 3.46% | 4 |
|
|
2025
Q1 | $128M | Buy |
341,242
+55,947
| +20% | +$21M | 2.82% | 4 |
|
|
2024
Q4 | $120M | Buy |
285,295
+46,111
| +19% | +$19.4M | 2.77% | 4 |
|
|
2024
Q3 | $103M | Buy |
239,184
+8,319
| +4% | +$3.58M | 2.91% | 4 |
|
|
2024
Q2 | $103M | Buy |
230,865
+1,096
| +0.5% | +$490K | 3.14% | 4 |
|
|
2024
Q1 | $96.7M | Buy |
229,769
+3,145
| +1% | +$1.32M | 3.04% | 3 |
|
|
2023
Q4 | $85.2M | Buy |
226,624
+55,084
| +32% | +$20.7M | 2.94% | 2 |
|
|
2023
Q3 | $54.2M | Sell |
171,540
-15,258
| -8% | -$4.82M | 2.72% | 3 |
|
|
2023
Q2 | $63.6M | Buy |
186,798
+34,458
| +23% | +$11.7M | 3.07% | 3 |
|
|
2023
Q1 | $43.9M | Sell |
152,340
-3,968
| -3% | -$1.14M | 2.69% | 3 |
|
|
2022
Q4 | $37.5M | Buy |
156,308
+2,688
| +2% | +$645K | 2.66% | 3 |
|
|
2022
Q3 | $35.8M | Buy |
153,620
+8,759
| +6% | +$2.04M | 2.95% | 3 |
|
|
2022
Q2 | $37.2M | Buy |
144,861
+298
| +0.2% | +$76.5K | 3.1% | 3 |
|
|
2022
Q1 | $44.6M | Sell |
144,563
-4,669
| -3% | -$1.44M | 3.17% | 3 |
|
|
2021
Q4 | $50.1M | Buy |
149,232
+61,158
| +69% | +$20.5M | 3.75% | 1 |
|
|
2021
Q3 | $24.8M | Buy |
88,074
+33,348
| +61% | +$9.4M | 3.4% | 4 |
|
|
2021
Q2 | $14.8M | Sell |
54,726
-1,617
| -3% | -$438K | 2.65% | 6 |
|
|
2021
Q1 | $13.3M | Buy |
56,343
+19,589
| +53% | +$4.62M | 2.57% | 6 |
|
|
2020
Q4 | $8.18M | Buy |
36,754
+15,009
| +69% | +$3.34M | 2.22% | 10 |
|
|
2020
Q3 | $4.57M | Buy |
21,745
+3,885
| +22% | +$817K | 2.05% | 8 |
|
|
2020
Q2 | $3.64M | Buy |
17,860
+13,393
| +300% | +$2.73M | 2.01% | 9 |
|
|
2020
Q1 | $705K | Buy |
4,467
+1,143
| +34% | +$180K | 0.72% | 30 |
|
|
2019
Q4 | $543K | Buy |
3,324
+32
| +1% | +$5.23K | 0.48% | 34 |
|
|
2019
Q3 | $458K | Buy |
3,292
+2,103
| +177% | +$293K | 0.48% | 35 |
|
|
2019
Q2 | $159K | Buy |
+1,189
| New | +$159K | 0.18% | 52 |
|