AWM
Axxcess Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Buy |
208,215
+4,352
| +2% | +$2.15M | 2.41% | 3 |
|
|
2025
Q1 | $76.5M | Buy |
203,863
+3,532
| +2% | +$1.33M | 2.03% | 4 |
|
|
2024
Q4 | $84.4M | Buy |
200,331
+7,332
| +4% | +$3.09M | 2.03% | 4 |
|
|
2024
Q3 | $83M | Sell |
192,999
-7,592
| -4% | -$3.27M | 2.04% | 5 |
|
|
2024
Q2 | $89.7M | Buy |
200,591
+6,207
| +3% | +$2.77M | 2.37% | 4 |
|
|
2024
Q1 | $81.8M | Buy |
194,384
+8,742
| +5% | +$3.68M | 2.24% | 5 |
|
|
2023
Q4 | $69.8M | Buy |
185,642
+36,883
| +25% | +$13.9M | 2.03% | 5 |
|
|
2023
Q3 | $47M | Buy |
148,759
+56,789
| +62% | +$17.9M | 1.6% | 10 |
|
|
2023
Q2 | $31.3M | Sell |
91,970
-8,358
| -8% | -$2.85M | 2.27% | 5 |
|
|
2023
Q1 | $28.9M | Buy |
100,328
+2,240
| +2% | +$646K | 2.19% | 3 |
|
|
2022
Q4 | $23.5M | Buy |
98,088
+10,293
| +12% | +$2.47M | 1.94% | 7 |
|
|
2022
Q3 | $20.4M | Buy |
87,795
+2,155
| +3% | +$502K | 1.94% | 5 |
|
|
2022
Q2 | $22M | Buy |
85,640
+4,887
| +6% | +$1.26M | 2.02% | 6 |
|
|
2022
Q1 | $24.9M | Buy |
80,753
+3,457
| +4% | +$1.07M | 1.95% | 6 |
|
|
2021
Q4 | $26M | Buy |
+77,296
| New | +$26M | 1.9% | 5 |
|