Aufman Associates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
3,353
+219
| +7% | +$109K | 1.03% | 13 |
|
|
2025
Q1 | $1.18M | Sell |
3,134
-23
| -0.7% | -$8.63K | 0.81% | 14 |
|
|
2024
Q4 | $1.33M | Sell |
3,157
-16
| -0.5% | -$6.74K | 0.9% | 13 |
|
|
2024
Q3 | $1.37M | Buy |
3,173
+795
| +33% | +$342K | 0.88% | 14 |
|
|
2024
Q2 | $1.06M | Buy |
2,378
+164
| +7% | +$73.3K | 0.76% | 14 |
|
|
2024
Q1 | $931K | Sell |
2,214
-113
| -5% | -$47.5K | 0.66% | 14 |
|
|
2023
Q4 | $875K | Sell |
2,327
-73
| -3% | -$27.5K | 0.66% | 14 |
|
|
2023
Q3 | $758K | Sell |
2,400
-42
| -2% | -$13.3K | 0.64% | 16 |
|
|
2023
Q2 | $832K | Sell |
2,442
-126
| -5% | -$42.9K | 0.69% | 15 |
|
|
2023
Q1 | $740K | Buy |
2,568
+4
| +0.2% | +$1.15K | 0.63% | 15 |
|
|
2022
Q4 | $615K | Buy |
2,564
+31
| +1% | +$7.43K | 0.57% | 14 |
|
|
2022
Q3 | $590K | Buy |
2,533
+1
| +0% | +$233 | 0.62% | 14 |
|
|
2022
Q2 | $650K | Buy |
2,532
+6
| +0.2% | +$1.54K | 0.62% | 13 |
|
|
2022
Q1 | $779K | Sell |
2,526
-432
| -15% | -$133K | 0.61% | 15 |
|
|
2021
Q4 | $995K | Sell |
2,958
-347
| -10% | -$117K | 0.74% | 14 |
|
|
2021
Q3 | $932K | Sell |
3,305
-24
| -0.7% | -$6.77K | 0.77% | 14 |
|
|
2021
Q2 | $902K | Sell |
3,329
-1,390
| -29% | -$377K | 0.7% | 15 |
|
|
2021
Q1 | $1.11M | Buy |
4,719
+251
| +6% | +$59.2K | 0.93% | 13 |
|
|
2020
Q4 | $994K | Sell |
4,468
-270
| -6% | -$60.1K | 0.89% | 13 |
|
|
2020
Q3 | $996K | Sell |
4,738
-240
| -5% | -$50.5K | 1.07% | 13 |
|
|
2020
Q2 | $1.01M | Sell |
4,978
-74
| -1% | -$15.1K | 1.15% | 13 |
|
|
2020
Q1 | $797K | Sell |
5,052
-561
| -10% | -$88.5K | 1.1% | 12 |
|
|
2019
Q4 | $885K | Buy |
+5,613
| New | +$885K | 0.91% | 11 |
|