Advantage Trust Company’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
2,428
+700
| +41% | +$348K | 0.6% | 21 |
|
|
2025
Q1 | $649K | Sell |
1,728
-8
| -0.5% | -$3K | 0.39% | 24 |
|
|
2024
Q4 | $732K | Buy |
1,736
+108
| +7% | +$45.5K | 0.43% | 22 |
|
|
2024
Q3 | $701K | Buy |
1,628
+100
| +7% | +$43K | 0.48% | 19 |
|
|
2024
Q2 | $683K | Hold |
1,528
| – | – | 0.49% | 18 |
|
|
2024
Q1 | $643K | Hold |
1,528
| – | – | 0.47% | 19 |
|
|
2023
Q4 | $575K | Buy |
+1,528
| New | +$575K | 0.45% | 22 |
|