1IA
1620 Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
4,297
+70
| +2% | +$34.8K | 1.52% | 10 |
|
|
2025
Q1 | $1.59M | Sell |
4,227
-675
| -14% | -$253K | 1.21% | 16 |
|
|
2024
Q4 | $2.07M | Buy |
4,902
+93
| +2% | +$39.2K | 1.57% | 11 |
|
|
2024
Q3 | $2.07M | Sell |
4,809
-724
| -13% | -$312K | 1.49% | 12 |
|
|
2024
Q2 | $2.47M | Buy |
5,533
+11
| +0.2% | +$4.92K | 1.89% | 7 |
|
|
2024
Q1 | $2.32M | Buy |
5,522
+183
| +3% | +$77K | 2.33% | 6 |
|
|
2023
Q4 | $2.01M | Buy |
5,339
+204
| +4% | +$76.7K | 2.19% | 7 |
|
|
2023
Q3 | $1.62M | Buy |
5,135
+825
| +19% | +$260K | 1.84% | 11 |
|
|
2023
Q2 | $1.47M | Buy |
4,310
+19
| +0.4% | +$6.47K | 1.59% | 15 |
|
|
2023
Q1 | $1.24M | Buy |
4,291
+27
| +0.6% | +$7.78K | 1.49% | 16 |
|
|
2022
Q4 | $1.02M | Sell |
4,264
-33
| -0.8% | -$7.91K | 1.24% | 20 |
|
|
2022
Q3 | $1M | Buy |
4,297
+40
| +0.9% | +$9.32K | 1.48% | 16 |
|
|
2022
Q2 | $1.09M | Sell |
4,257
-2,692
| -39% | -$691K | 1.51% | 13 |
|
|
2022
Q1 | $2.34M | Hold |
6,949
| – | – | 2.54% | 4 |
|
|
2021
Q4 | $2.34M | Buy |
+6,949
| New | +$2.34M | 2.62% | 4 |
|