Alliance Wealth Advisors (Pennsylvania)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Sell |
9,529
-181
| -2% | -$90K | 2.42% | 7 |
|
|
2025
Q1 | $3.65M | Buy |
9,710
+381
| +4% | +$143K | 2.07% | 9 |
|
|
2024
Q4 | $3.93M | Sell |
9,329
-38
| -0.4% | -$16K | 2.2% | 7 |
|
|
2024
Q3 | $4.03M | Sell |
9,367
-43
| -0.5% | -$18.5K | 2.3% | 7 |
|
|
2024
Q2 | $4.21M | Sell |
9,410
-44
| -0.5% | -$19.7K | 2.65% | 6 |
|
|
2024
Q1 | $3.98M | Sell |
9,454
-113
| -1% | -$47.5K | 2.51% | 6 |
|
|
2023
Q4 | $3.6M | Sell |
9,567
-387
| -4% | -$146K | 2.38% | 8 |
|
|
2023
Q3 | $3.14M | Sell |
9,954
-77
| -0.8% | -$24.3K | 2.27% | 8 |
|
|
2023
Q2 | $3.42M | Sell |
10,031
-666
| -6% | -$227K | 2.43% | 9 |
|
|
2023
Q1 | $3.08M | Buy |
10,697
+2,435
| +29% | +$702K | 2.31% | 8 |
|
|
2022
Q4 | $1.98M | Sell |
8,262
-687
| -8% | -$165K | 1.65% | 16 |
|
|
2022
Q3 | $2.08M | Sell |
8,949
-436
| -5% | -$102K | 1.94% | 14 |
|
|
2022
Q2 | $2.41M | Buy |
9,385
+437
| +5% | +$112K | 2.08% | 12 |
|
|
2022
Q1 | $2.76M | Buy |
8,948
+45
| +0.5% | +$13.9K | 2.29% | 10 |
|
|
2021
Q4 | $2.99M | Buy |
8,903
+109
| +1% | +$36.7K | 2.44% | 8 |
|
|
2021
Q3 | $2.48M | Sell |
8,794
-98
| -1% | -$27.6K | 2.2% | 11 |
|
|
2021
Q2 | $2.41M | Buy |
8,892
+175
| +2% | +$47.4K | 2.17% | 12 |
|
|
2021
Q1 | $2.06M | Sell |
8,717
-49
| -0.6% | -$11.6K | 2.03% | 14 |
|
|
2020
Q4 | $1.95M | Buy |
+8,766
| New | +$1.95M | 2.05% | 17 |
|