AAG
Avalon Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
1,359
-22
| -2% | -$10.9K | 0.29% | 12 |
|
|
2025
Q1 | $518K | Hold |
1,381
| – | – | 0.24% | 13 |
|
|
2024
Q4 | $582K | Hold |
1,381
| – | – | 0.27% | 12 |
|
|
2024
Q3 | $594K | Hold |
1,381
| – | – | 0.27% | 12 |
|
|
2024
Q2 | $617K | Hold |
1,381
| – | – | 0.29% | 11 |
|
|
2024
Q1 | $581K | Buy |
+1,381
| New | +$581K | 0.28% | 10 |
|
|
2022
Q4 | – | Sell |
-1,495
| Closed | -$348K | – | 9 |
|
|
2022
Q3 | $348K | Buy |
1,495
+74
| +5% | +$17.2K | 0.22% | 8 |
|
|
2022
Q2 | $365K | Buy |
+1,421
| New | +$365K | 0.22% | 8 |
|