AFS
Axiom Financial Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
1,455
-1,169
| -45% | -$581K | 0.4% | 22 |
|
|
2025
Q1 | $985K | Buy |
2,624
+48
| +2% | +$18K | 0.58% | 21 |
|
|
2024
Q4 | $1.09M | Buy |
2,576
+53
| +2% | +$22.3K | 0.61% | 23 |
|
|
2024
Q3 | $1.09M | Buy |
2,523
+1,919
| +318% | +$826K | 0.57% | 23 |
|
|
2024
Q2 | $270K | Sell |
604
-1,608
| -73% | -$719K | 0.18% | 25 |
|
|
2024
Q1 | $931K | Sell |
2,212
-79
| -3% | -$33.2K | 0.59% | 23 |
|
|
2023
Q4 | $862K | Sell |
2,291
-532
| -19% | -$200K | 0.56% | 24 |
|
|
2023
Q3 | $891K | Sell |
2,823
-70
| -2% | -$22.1K | 0.6% | 24 |
|
|
2023
Q2 | $985K | Sell |
2,893
-76
| -3% | -$25.9K | 0.57% | 26 |
|
|
2023
Q1 | $856K | Sell |
2,969
-27
| -0.9% | -$7.79K | 0.48% | 25 |
|
|
2022
Q4 | $719K | Sell |
2,996
-1,989
| -40% | -$477K | 0.45% | 27 |
|
|
2022
Q3 | $1.16M | Buy |
4,985
+199
| +4% | +$46.3K | 0.62% | 26 |
|
|
2022
Q2 | $1.23M | Sell |
4,786
-12
| -0.3% | -$3.08K | 0.65% | 26 |
|
|
2022
Q1 | $1.33M | Buy |
4,798
+33
| +0.7% | +$9.16K | 0.67% | 26 |
|
|
2021
Q4 | $1.6M | Sell |
4,765
-35
| -0.7% | -$11.8K | 0.73% | 24 |
|
|
2021
Q3 | $1.35M | Hold |
4,800
| – | – | 0.64% | 29 |
|
|
2021
Q2 | $1.3M | Buy |
4,800
+46
| +1% | +$12.5K | 0.6% | 25 |
|
|
2021
Q1 | $1.12M | Buy |
4,754
+137
| +3% | +$32.3K | 0.55% | 28 |
|
|
2020
Q4 | $971K | Hold |
4,617
| – | – | 0.58% | 27 |
|
|
2020
Q3 | $971K | Sell |
4,617
-519
| -10% | -$109K | 0.58% | 27 |
|
|
2020
Q2 | $1.05M | Buy |
5,136
+124
| +2% | +$25.2K | 0.68% | 27 |
|
|
2020
Q1 | $790K | Buy |
+5,012
| New | +$790K | 0.64% | 28 |
|