AAMC
Asset Allocation & Management Company’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
2,150
+650
| +43% | +$323K | 0.49% | 29 |
|
|
2025
Q1 | $563K | Hold |
1,500
| – | – | 0.29% | 41 |
|
|
2024
Q4 | $632K | Buy |
+1,500
| New | +$632K | 0.35% | 37 |
|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$1.02M | – | 58 |
|
|
2023
Q2 | $1.02M | Sell |
3,000
-4,121
| -58% | -$1.4M | 0.41% | 29 |
|
|
2023
Q1 | $2.05M | Sell |
7,121
-1,500
| -17% | -$432K | 0.82% | 19 |
|
|
2022
Q4 | $2.07M | Buy |
8,621
+4,119
| +91% | +$988K | 0.8% | 19 |
|
|
2022
Q3 | $1.05M | Buy |
4,502
+2
| +0% | +$466 | 0.43% | 35 |
|
|
2022
Q2 | $1.16M | Hold |
4,500
| – | – | 0.48% | 33 |
|
|
2022
Q1 | $1.39M | Buy |
4,500
+3,000
| +200% | +$925K | 0.5% | 33 |
|
|
2021
Q4 | $504K | Buy |
+1,500
| New | +$504K | 0.17% | 79 |
|
|
2020
Q2 | – | Sell |
-3,883
| Closed | -$612K | – | 49 |
|
|
2020
Q1 | $612K | Buy |
3,883
+854
| +28% | +$135K | 0.3% | 28 |
|
|
2019
Q4 | $478K | Buy |
+3,029
| New | +$478K | 0.18% | 35 |
|