Advocacy Wealth Management Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+413
| New | +$205K | 0.01% | 62 |
|
|
2022
Q4 | – | Sell |
-51
| Closed | -$13K | – | 98 |
|
|
2022
Q3 | $13K | Hold |
51
| – | – | ﹤0.01% | 93 |
|
|
2022
Q2 | $13K | Hold |
51
| – | – | ﹤0.01% | 94 |
|
|
2022
Q1 | $16K | Hold |
51
| – | – | ﹤0.01% | 96 |
|
|
2021
Q4 | $17K | Hold |
51
| – | – | ﹤0.01% | 103 |
|
|
2021
Q3 | $14K | Hold |
51
| – | – | ﹤0.01% | 110 |
|
|
2021
Q2 | $14K | Buy |
51
+20
| +65% | +$5.49K | ﹤0.01% | 124 |
|
|
2021
Q1 | $8K | Buy |
31
+5
| +19% | +$1.29K | ﹤0.01% | 124 |
|
|
2020
Q4 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 128 |
|
|
2018
Q1 | – | Sell |
-160
| Closed | -$14K | – | 215 |
|
|
2017
Q4 | $14K | Hold |
160
| – | – | 0.01% | 135 |
|
|
2017
Q3 | $12K | Hold |
160
| – | – | ﹤0.01% | 175 |
|
|
2017
Q2 | $11K | Sell |
160
-182
| -53% | -$12.5K | ﹤0.01% | 184 |
|
|
2017
Q1 | $23K | Sell |
342
-152
| -31% | -$10.2K | 0.01% | 138 |
|
|
2016
Q4 | $31K | Sell |
494
-90
| -15% | -$5.65K | 0.01% | 107 |
|
|
2016
Q3 | $34K | Sell |
584
-144
| -20% | -$8.38K | 0.01% | 146 |
|
|
2016
Q2 | $37K | Buy |
728
+53
| +8% | +$2.69K | 0.02% | 175 |
|
|
2016
Q1 | $37K | Sell |
675
-216
| -24% | -$11.8K | 0.03% | 212 |
|
|
2015
Q4 | $49K | Buy |
+891
| New | +$49K | 0.06% | 168 |
|
|
2013
Q3 | $24K | Buy |
651
+405
| +165% | +$14.9K | 0.07% | 171 |
|
|
2013
Q2 | $8K | Buy |
+246
| New | +$8K | 0.03% | 187 |
|