AFA
Atlas Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $447K | Sell |
1,060
-680
| -39% | -$287K | 0.7% | 23 |
|
|
2024
Q3 | $749K | Buy |
1,740
+36
| +2% | +$15.5K | 1.18% | 11 |
|
|
2024
Q2 | $762K | Sell |
1,704
-127
| -7% | -$56.8K | 1.26% | 10 |
|
|
2024
Q1 | $770K | Buy |
1,831
+490
| +37% | +$206K | 1.2% | 9 |
|
|
2023
Q4 | $504K | Sell |
1,341
-1,488
| -53% | -$560K | 0.83% | 13 |
|
|
2023
Q3 | $893K | Buy |
2,829
+1,371
| +94% | +$433K | 0.7% | 13 |
|
|
2023
Q2 | $497K | Sell |
1,458
-146
| -9% | -$49.7K | 0.7% | 12 |
|
|
2023
Q1 | $462K | Sell |
1,604
-149
| -8% | -$43K | 0.62% | 14 |
|
|
2022
Q4 | $420K | Buy |
1,753
+597
| +52% | +$143K | 0.58% | 13 |
|
|
2022
Q3 | $269K | Sell |
1,156
-141
| -11% | -$32.8K | 0.44% | 9 |
|
|
2022
Q2 | $333K | Buy |
1,297
+30
| +2% | +$7.7K | 0.38% | 12 |
|
|
2022
Q1 | $391K | Buy |
1,267
+40
| +3% | +$12.3K | 0.39% | 14 |
|
|
2021
Q4 | $413K | Buy |
+1,227
| New | +$413K | 0.39% | 8 |
|