AWS
Aspen Wealth Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
6,295
-621
| -9% | -$309K | 1.89% | 12 |
|
|
2025
Q1 | $2.6M | Sell |
6,916
-188
| -3% | -$70.6K | 1.7% | 12 |
|
|
2024
Q4 | $2.99M | Buy |
7,104
+46
| +0.7% | +$19.4K | 1.92% | 10 |
|
|
2024
Q3 | $3.04M | Buy |
7,058
+76
| +1% | +$32.7K | 1.96% | 10 |
|
|
2024
Q2 | $3.1M | Sell |
6,982
-237
| -3% | -$105K | 2.15% | 10 |
|
|
2024
Q1 | $3.04M | Sell |
7,219
-724
| -9% | -$305K | 2.1% | 10 |
|
|
2023
Q4 | $2.99M | Sell |
7,943
-14
| -0.2% | -$5.27K | 2.17% | 10 |
|
|
2023
Q3 | $2.51M | Buy |
7,957
+7
| +0.1% | +$2.21K | 1.96% | 11 |
|
|
2023
Q2 | $2.71M | Sell |
7,950
-967
| -11% | -$329K | 2.06% | 11 |
|
|
2023
Q1 | $2.57M | Sell |
8,917
-348
| -4% | -$100K | 1.99% | 11 |
|
|
2022
Q4 | $2.22M | Buy |
+9,265
| New | +$2.22M | 1.78% | 11 |
|