AO
Advisor OS’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
39,398
+2,967
| +8% | +$1.48M | 1.93% | 12 |
|
|
2025
Q1 | $13.7M | Sell |
36,431
-2,439
| -6% | -$916K | 1.56% | 17 |
|
|
2024
Q4 | $16.4M | Buy |
38,870
+88
| +0.2% | +$37.1K | 1.9% | 13 |
|
|
2024
Q3 | $16.7M | Buy |
38,782
+980
| +3% | +$422K | 1.66% | 14 |
|
|
2024
Q2 | $16.9M | Buy |
37,802
+2,549
| +7% | +$1.14M | 1.85% | 10 |
|
|
2024
Q1 | $14.8M | Buy |
35,253
+2,351
| +7% | +$989K | 1.7% | 11 |
|
|
2023
Q4 | $12.4M | Buy |
32,902
+696
| +2% | +$262K | 1.61% | 12 |
|
|
2023
Q3 | $10.2M | Buy |
32,206
+2,032
| +7% | +$642K | 1.52% | 14 |
|
|
2023
Q2 | $10.3M | Buy |
30,174
+7,677
| +34% | +$2.61M | 1.68% | 12 |
|
|
2023
Q1 | $6.49M | Buy |
22,497
+1,907
| +9% | +$550K | 1.56% | 10 |
|
|
2022
Q4 | $4.94M | Buy |
20,590
+1,258
| +7% | +$302K | 1.31% | 14 |
|
|
2022
Q3 | $4.5M | Sell |
19,332
-4,171
| -18% | -$972K | 1.36% | 15 |
|
|
2022
Q2 | $6.04M | Buy |
23,503
+1,650
| +8% | +$424K | 1.76% | 10 |
|
|
2022
Q1 | $6.74M | Sell |
21,853
-9,034
| -29% | -$2.79M | 1.95% | 11 |
|
|
2021
Q4 | $10.4M | Buy |
30,887
+2,851
| +10% | +$959K | 2.12% | 9 |
|
|
2021
Q3 | $7.91M | Sell |
28,036
-85
| -0.3% | -$24K | 1.72% | 12 |
|
|
2021
Q2 | $7.62M | Buy |
28,121
+1,733
| +7% | +$469K | 1.58% | 14 |
|
|
2021
Q1 | $6.22M | Buy |
26,388
+2,057
| +8% | +$485K | 1.41% | 17 |
|
|
2020
Q4 | $5.41M | Buy |
24,331
+13,142
| +117% | +$2.92M | 1.45% | 17 |
|
|
2020
Q3 | $2.35M | Sell |
11,189
-1,435
| -11% | -$302K | 0.99% | 20 |
|
|
2020
Q2 | $2.57M | Buy |
+12,624
| New | +$2.57M | 1.53% | 13 |
|