AAS
Asset Allocation Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
1,084
+500
| +86% | +$249K | 0.12% | 97 |
|
|
2025
Q1 | $219K | Sell |
584
-69
| -11% | -$25.9K | 0.05% | 122 |
|
|
2024
Q4 | $267K | Sell |
653
-52
| -7% | -$21.3K | 0.06% | 117 |
|
|
2024
Q3 | $303K | Buy |
705
+82
| +13% | +$35.3K | 0.09% | 92 |
|
|
2024
Q2 | $279K | Sell |
623
-179
| -22% | -$80.1K | 0.09% | 72 |
|
|
2024
Q1 | $337K | Buy |
802
+99
| +14% | +$41.7K | 0.12% | 58 |
|
|
2023
Q4 | $264K | Buy |
703
+40
| +6% | +$15K | 0.1% | 56 |
|
|
2023
Q3 | $209K | Buy |
663
+22
| +3% | +$6.95K | 0.1% | 61 |
|
|
2023
Q2 | $218K | Buy |
+641
| New | +$218K | 0.1% | 60 |
|