APW
Axim Planning & Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
2,424
+63
| +3% | +$31.3K | 1.1% | 6 |
|
|
2025
Q1 | $886K | Sell |
2,361
-183
| -7% | -$68.7K | 0.79% | 5 |
|
|
2024
Q4 | $1.07M | Sell |
2,544
-15
| -0.6% | -$6.32K | 1.14% | 5 |
|
|
2024
Q3 | $1.1M | Sell |
2,559
-13
| -0.5% | -$5.59K | 1.24% | 5 |
|
|
2024
Q2 | $1.15M | Sell |
2,572
-114
| -4% | -$51K | 1.38% | 4 |
|
|
2024
Q1 | $1.13M | Sell |
2,686
-83
| -3% | -$34.9K | 0.92% | 6 |
|
|
2023
Q4 | $1.04M | Buy |
2,769
+81
| +3% | +$30.5K | 0.95% | 6 |
|
|
2023
Q3 | $849K | Buy |
2,688
+251
| +10% | +$79.3K | 0.75% | 5 |
|
|
2023
Q2 | $830K | Buy |
2,437
+96
| +4% | +$32.7K | 0.75% | 7 |
|
|
2023
Q1 | $675K | Buy |
2,341
+5
| +0.2% | +$1.44K | 0.67% | 9 |
|
|
2022
Q4 | $560K | Buy |
2,336
+885
| +61% | +$212K | 0.58% | 16 |
|
|
2022
Q3 | $338K | Buy |
1,451
+985
| +211% | +$229K | 0.33% | 12 |
|
|
2022
Q2 | $120K | Buy |
+466
| New | +$120K | 0.09% | 23 |
|