AWM
Aries Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Sell |
35,219
-351
| -1% | -$175K | 4.58% | 2 |
|
|
2025
Q1 | $13.4M | Buy |
35,570
+865
| +2% | +$325K | 3.63% | 3 |
|
|
2024
Q4 | $14.6M | Sell |
34,705
-498
| -1% | -$210K | 4.03% | 3 |
|
|
2024
Q3 | $15.1M | Buy |
35,203
+1,426
| +4% | +$614K | 4.16% | 2 |
|
|
2024
Q2 | $15.1M | Buy |
33,777
+42
| +0.1% | +$18.8K | 4.76% | 2 |
|
|
2024
Q1 | $14.2M | Sell |
33,735
-1,639
| -5% | -$690K | 4.57% | 2 |
|
|
2023
Q4 | $13.3M | Sell |
35,374
-448
| -1% | -$168K | 4.74% | 2 |
|
|
2023
Q3 | $11.9M | Buy |
35,822
+1,002
| +3% | +$333K | 4.66% | 2 |
|
|
2023
Q2 | $11.9M | Sell |
34,820
-377
| -1% | -$128K | 4.6% | 2 |
|
|
2023
Q1 | $10.1M | Sell |
35,197
-384
| -1% | -$111K | 4.16% | 2 |
|
|
2022
Q4 | $8.53M | Buy |
35,581
+254
| +0.7% | +$60.9K | 3.68% | 2 |
|
|
2022
Q3 | $8.2M | Sell |
35,327
-79
| -0.2% | -$18.3K | 3.63% | 2 |
|
|
2022
Q2 | $9.09M | Buy |
35,406
+32,710
| +1,213% | +$8.4M | 4.13% | 3 |
|
|
2022
Q1 | $831K | Sell |
2,696
-33,849
| -93% | -$10.4M | 0.36% | 42 |
|
|
2021
Q4 | $12.3M | Buy |
36,545
+355
| +1% | +$119K | 4.68% | 3 |
|
|
2021
Q3 | $10.2M | Sell |
36,190
-109
| -0.3% | -$30.7K | 4.32% | 3 |
|
|
2021
Q2 | $9.83M | Buy |
36,299
+20
| +0.1% | +$5.42K | 4.21% | 3 |
|
|
2021
Q1 | $9.27M | Buy |
36,279
+1,156
| +3% | +$295K | 4.17% | 3 |
|
|
2020
Q4 | $7.71M | Sell |
35,123
-427
| -1% | -$93.8K | 3.85% | 3 |
|
|
2020
Q3 | $7.48M | Sell |
35,550
-2,660
| -7% | -$559K | 4.24% | 3 |
|
|
2020
Q2 | $7.78M | Sell |
38,210
-296
| -0.8% | -$60.2K | 4.75% | 3 |
|
|
2020
Q1 | $5.98M | Sell |
38,506
-473
| -1% | -$73.4K | 4.56% | 3 |
|
|
2019
Q4 | $6.2M | Buy |
38,979
+280
| +0.7% | +$44.5K | 3.78% | 3 |
|
|
2019
Q3 | $5.41M | Sell |
38,699
-673
| -2% | -$94K | 3.59% | 3 |
|
|
2019
Q2 | $5.4M | Sell |
39,372
-270
| -0.7% | -$37K | 3.77% | 2 |
|
|
2019
Q1 | $4.68M | Buy |
39,642
+12,468
| +46% | +$1.47M | 3.5% | 3 |
|
|
2018
Q4 | $2.76M | Sell |
27,174
-309
| -1% | -$31.4K | 2.93% | 5 |
|
|
2018
Q3 | $3.14M | Buy |
27,483
+178
| +0.7% | +$20.4K | 2.82% | 6 |
|
|
2018
Q2 | $2.9M | Sell |
27,305
-1,169
| -4% | -$124K | 2.68% | 6 |
|
|
2018
Q1 | $2.65M | Buy |
28,474
+435
| +2% | +$40.4K | 2.56% | 7 |
|
|
2017
Q4 | $2.52M | Buy |
+28,039
| New | +$2.52M | 2.32% | 7 |
|