ARC
Advisor Resource Council’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Sell |
10,465
-36,946
| -78% | -$18.4M | 2.03% | 5 |
|
|
2025
Q1 | $14M | Buy |
+47,411
| New | +$14M | 1.13% | 15 |
|
|
2024
Q4 | – | Sell |
-19,239
| Closed | -$8.28M | – | 191 |
|
|
2024
Q3 | $8.28M | Buy |
19,239
+3,592
| +23% | +$1.55M | 3.74% | 3 |
|
|
2024
Q2 | $62.8K | Sell |
15,647
-7,159
| -31% | -$28.7K | 0.11% | 26 |
|
|
2024
Q1 | $8.58M | Sell |
22,806
-5,565
| -20% | -$2.09M | 3.62% | 4 |
|
|
2023
Q4 | $10.7M | Buy |
28,371
+9,196
| +48% | +$3.46M | 1.24% | 13 |
|
|
2023
Q3 | $6.05M | Sell |
19,175
-659
| -3% | -$208K | 3.12% | 3 |
|
|
2023
Q2 | $6.75M | Sell |
19,834
-12,643
| -39% | -$4.31M | 3.04% | 4 |
|
|
2023
Q1 | $9.19M | Buy |
32,477
+11,466
| +55% | +$3.24M | 2.31% | 6 |
|
|
2022
Q4 | $5.04M | Buy |
21,011
+842
| +4% | +$202K | 2.45% | 5 |
|
|
2022
Q3 | $4.7M | Sell |
20,169
-35,773
| -64% | -$8.33M | 3.18% | 3 |
|
|
2022
Q2 | $14.4M | Buy |
55,942
+35,567
| +175% | +$9.13M | 1.33% | 16 |
|
|
2022
Q1 | $6.28M | Sell |
20,375
-25,424
| -56% | -$7.84M | 1.89% | 8 |
|
|
2021
Q4 | $15.4M | Buy |
45,799
+27,815
| +155% | +$9.35M | 1.2% | 18 |
|
|
2021
Q3 | $5.07M | Sell |
17,984
-17,166
| -49% | -$4.84M | 1.54% | 11 |
|
|
2021
Q2 | $9.52M | Buy |
+35,150
| New | +$9.52M | 0.99% | 21 |
|