AAS
Avantax Advisory Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258M | Buy |
519,005
+30,257
| +6% | +$15.1M | 1.42% | 11 |
|
|
2025
Q1 | $183M | Buy |
488,748
+24,378
| +5% | +$9.15M | 1.11% | 12 |
|
|
2024
Q4 | $196M | Buy |
464,370
+25,818
| +6% | +$10.9M | 1.23% | 12 |
|
|
2024
Q3 | $189M | Buy |
438,552
+1,076
| +0.2% | +$463K | 1.24% | 11 |
|
|
2024
Q2 | $196M | Buy |
437,476
+150,794
| +53% | +$67.4M | 1.39% | 10 |
|
|
2024
Q1 | $121M | Buy |
286,682
+19,949
| +7% | +$8.39M | 1.07% | 12 |
|
|
2023
Q4 | $100M | Buy |
266,733
+25,479
| +11% | +$9.58M | 1% | 13 |
|
|
2023
Q3 | $76.2M | Sell |
241,254
-3,924
| -2% | -$1.24M | 0.85% | 14 |
|
|
2023
Q2 | $83.5M | Buy |
245,178
+4,060
| +2% | +$1.38M | 0.95% | 15 |
|
|
2023
Q1 | $69.5M | Buy |
241,118
+10,201
| +4% | +$2.94M | 0.85% | 14 |
|
|
2022
Q4 | $55.4M | Buy |
230,917
+7,493
| +3% | +$1.8M | 0.74% | 17 |
|
|
2022
Q3 | $52M | Buy |
223,424
+8,295
| +4% | +$1.93M | 0.8% | 17 |
|
|
2022
Q2 | $55.3M | Buy |
215,129
+9,113
| +4% | +$2.34M | 0.83% | 16 |
|
|
2022
Q1 | $63.5M | Buy |
206,016
+4,545
| +2% | +$1.4M | 0.87% | 17 |
|
|
2021
Q4 | $67.8M | Buy |
201,471
+14,216
| +8% | +$4.78M | 1.02% | 16 |
|
|
2021
Q3 | $52.8M | Buy |
187,255
+13,735
| +8% | +$3.87M | 0.88% | 17 |
|
|
2021
Q2 | $47M | Buy |
173,520
+5,957
| +4% | +$1.61M | 0.85% | 18 |
|
|
2021
Q1 | $39.5M | Buy |
167,563
+9,991
| +6% | +$2.36M | 0.85% | 18 |
|
|
2020
Q4 | $35M | Sell |
157,572
-180,816
| -53% | -$40.2M | 0.83% | 20 |
|
|
2020
Q3 | $71.2M | Buy |
338,388
+192,892
| +133% | +$40.6M | 1.14% | 15 |
|
|
2020
Q2 | $29.6M | Buy |
145,496
+6,878
| +5% | +$1.4M | 0.85% | 18 |
|
|
2020
Q1 | $21.9M | Buy |
138,618
+9,910
| +8% | +$1.56M | 0.65% | 22 |
|
|
2019
Q4 | $20.3M | Buy |
128,708
+28,314
| +28% | +$4.47M | 0.47% | 26 |
|
|
2019
Q3 | $14M | Buy |
100,394
+8,601
| +9% | +$1.2M | 0.56% | 21 |
|
|
2019
Q2 | $12.3M | Buy |
91,793
+10,190
| +12% | +$1.37M | 0.54% | 22 |
|
|
2019
Q1 | $9.62M | Buy |
81,603
+10,559
| +15% | +$1.25M | 0.51% | 18 |
|
|
2018
Q4 | $7.22M | Buy |
+71,044
| New | +$7.22M | 1.21% | 16 |
|