Advisory Services & Investments’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$5.35M	Sell	12,429 -36	-0.3%	-$15.4K	3.64%	12
2024 Q2	$5.57M	Sell	12,465 -2,404	-16%	-$1.02M	3.87%	11
2024 Q1	$6.26M	Buy	14,869 +422	+3%	+$171K	4.32%	10
2023 Q4	$5.43M	Buy	14,447 +50	+0.3%	+$17.8K	4.01%	11
2023 Q3	$4.55M	Buy	14,397 +106	+0.7%	+$35K	4%	11
2023 Q2	$4.87M	Sell	14,291 -1,067	-7%	-$334K	4.02%	9
2023 Q1	$4.43M	Buy	15,358 +14,291	+1,339%	+$3.65M	4.02%	10
2022 Q4	$256K	Sell	1,067 -11,190	-91%	-$2.69M	0.25%	29
2022 Q3	$2.85M	Buy	12,257 +3,264	+36%	+$862K	3.01%	11
2022 Q2	$2.31M	Buy	8,993 +305	+4%	+$82.8K	2.21%	15
2022 Q1	$2.68M	Buy	8,688 +160	+2%	+$48.1K	2.17%	15
2021 Q4	$2.87M	Sell	8,528 -104	-1%	-$33.7K	1.83%	15
2021 Q3	$2.43M	Buy	+8,632	New	+$2.51M	1.6%	18