Asset Allocation Strategies’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$623K	Buy	1,682 +280	+20%	+$117K	0.11%	102
2025 Q4	$678K	Buy	1,402 +29	+2%	+$14.5K	0.13%	94
2025 Q3	$711K	Buy	1,373 +289	+27%	+$147K	0.14%	93
2025 Q2	$539K	Buy	1,084 +500	+86%	+$217K	0.12%	97
2025 Q1	$219K	Sell	584 -69	-11%	-$28.1K	0.05%	122
2024 Q4	$267K	Sell	653 -52	-7%	-$22.1K	0.06%	117
2024 Q3	$303K	Buy	705 +82	+13%	+$35.1K	0.09%	92
2024 Q2	$279K	Sell	623 -179	-22%	-$75.6K	0.09%	72
2024 Q1	$337K	Buy	802 +99	+14%	+$40.1K	0.12%	58
2023 Q4	$264K	Buy	703 +40	+6%	+$14.2K	0.1%	56
2023 Q3	$209K	Buy	663 +22	+3%	+$7.27K	0.1%	61
2023 Q2	$218K	Buy	+641	New	+$201K	0.1%	60