AG
Advocate Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
25,316
-203
| -0.8% | -$101K | 2.25% | 8 |
|
|
2025
Q1 | $9.58M | Buy |
25,519
+253
| +1% | +$95K | 1.75% | 15 |
|
|
2024
Q4 | $10.6M | Sell |
25,266
-1,099
| -4% | -$463K | 2.01% | 9 |
|
|
2024
Q3 | $11.3M | Sell |
26,365
-2,101
| -7% | -$904K | 2.06% | 6 |
|
|
2024
Q2 | $12.7M | Sell |
28,466
-223
| -0.8% | -$99.7K | 2.56% | 5 |
|
|
2024
Q1 | $12.1M | Sell |
28,689
-1,938
| -6% | -$815K | 2.4% | 6 |
|
|
2023
Q4 | $11.5M | Sell |
30,627
-1,314
| -4% | -$494K | 2.47% | 5 |
|
|
2023
Q3 | $10.1M | Sell |
31,941
-529
| -2% | -$167K | 2.34% | 6 |
|
|
2023
Q2 | $11.1M | Sell |
32,470
-104
| -0.3% | -$35.4K | 2.43% | 5 |
|
|
2023
Q1 | $9.39M | Buy |
32,574
+1,516
| +5% | +$437K | 2.05% | 8 |
|
|
2022
Q4 | $7.45M | Buy |
31,058
+1,518
| +5% | +$364K | 1.6% | 20 |
|
|
2022
Q3 | $6.88M | Buy |
29,540
+1,491
| +5% | +$347K | 1.7% | 20 |
|
|
2022
Q2 | $7.2M | Buy |
+28,049
| New | +$7.2M | 1.68% | 19 |
|