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Athena Investment Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.96M Sell
13,990
-109
-0.8% -$54.2K 3.89% 5
2025
Q1
$5.29M Sell
14,099
-14
-0.1% -$5.26K 3.21% 6
2024
Q4
$5.95M Sell
14,113
-31
-0.2% -$13.1K 3.45% 6
2024
Q3
$6.09M Sell
14,144
-31
-0.2% -$13.3K 3.47% 5
2024
Q2
$6.34M Sell
14,175
-211
-1% -$94.3K 3.84% 5
2024
Q1
$6.05M Sell
14,386
-234
-2% -$98.4K 3.63% 5
2023
Q4
$5.5M Sell
14,620
-415
-3% -$156K 3.56% 5
2023
Q3
$4.75M Sell
15,035
-193
-1% -$60.9K 3.4% 5
2023
Q2
$5.19M Sell
15,228
-823
-5% -$280K 3.57% 5
2023
Q1
$4.63M Sell
16,051
-32
-0.2% -$9.23K 3.33% 5
2022
Q4
$3.86M Buy
16,083
+212
+1% +$50.8K 2.83% 5
2022
Q3
$3.7M Sell
15,871
-104
-0.7% -$24.2K 3.1% 5
2022
Q2
$4.1M Buy
15,975
+890
+6% +$229K 3.24% 5
2022
Q1
$4.65M Buy
+15,085
New +$4.65M 3.61% 5