BA
Ballew Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
2,646
+109
| +4% | +$54.4K | 0.78% | 28 |
|
|
2025
Q1 | $985K | Buy |
2,537
+39
| +2% | +$15.1K | 0.66% | 35 |
|
|
2024
Q4 | $1.04M | Buy |
2,498
+97
| +4% | +$40.5K | 0.67% | 34 |
|
|
2024
Q3 | $1M | Buy |
2,401
+20
| +0.8% | +$8.35K | 0.67% | 36 |
|
|
2024
Q2 | $1.08M | Buy |
2,381
+53
| +2% | +$24.1K | 0.72% | 35 |
|
|
2024
Q1 | $985K | Buy |
2,328
+60
| +3% | +$25.4K | 0.68% | 40 |
|
|
2023
Q4 | $885K | Sell |
2,268
-29
| -1% | -$11.3K | 0.67% | 39 |
|
|
2023
Q3 | $733K | Sell |
2,297
-22
| -0.9% | -$7.02K | 0.6% | 49 |
|
|
2023
Q2 | $771K | Hold |
2,319
| – | – | 0.56% | 51 |
|
|
2023
Q1 | $779K | Buy |
2,319
+311
| +15% | +$104K | 0.57% | 49 |
|
|
2022
Q4 | $479K | Sell |
2,008
-127
| -6% | -$30.3K | 0.37% | 63 |
|
|
2022
Q3 | $489K | Buy |
2,135
+52
| +2% | +$11.9K | 0.44% | 54 |
|
|
2022
Q2 | $529K | Sell |
2,083
-57
| -3% | -$14.5K | 0.48% | 49 |
|
|
2022
Q1 | $616K | Buy |
2,140
+556
| +35% | +$160K | 0.47% | 49 |
|
|
2021
Q4 | $491K | Buy |
1,584
+10
| +0.6% | +$3.1K | 0.34% | 69 |
|
|
2021
Q3 | $464K | Buy |
1,574
+92
| +6% | +$27.1K | 0.34% | 67 |
|
|
2021
Q2 | $417K | Sell |
1,482
-1,520
| -51% | -$428K | 0.29% | 77 |
|
|
2021
Q1 | $728K | Buy |
3,002
+1,512
| +101% | +$367K | 0.27% | 77 |
|
|
2020
Q4 | $324K | Sell |
1,490
-5
| -0.3% | -$1.09K | 0.25% | 79 |
|
|
2020
Q3 | $314K | Buy |
1,495
+23
| +2% | +$4.83K | 0.27% | 67 |
|
|
2020
Q2 | $307K | Buy |
1,472
+117
| +9% | +$24.4K | 0.3% | 67 |
|
|
2020
Q1 | $214K | Sell |
1,355
-384
| -22% | -$60.6K | 0.24% | 66 |
|
|
2019
Q4 | $282K | Buy |
1,739
+16
| +0.9% | +$2.6K | 0.24% | 77 |
|
|
2019
Q3 | $234K | Sell |
1,723
-50
| -3% | -$6.79K | 0.21% | 81 |
|
|
2019
Q2 | $246K | Sell |
1,773
-507
| -22% | -$70.3K | 0.22% | 81 |
|
|
2019
Q1 | $292K | Buy |
2,280
+230
| +11% | +$29.5K | 0.27% | 74 |
|
|
2018
Q4 | $217K | Buy |
2,050
+143
| +7% | +$15.1K | 0.2% | 83 |
|
|
2018
Q3 | $204K | Buy |
1,907
+50
| +3% | +$5.35K | 0.19% | 84 |
|
|
2018
Q2 | $183K | Buy |
1,857
+65
| +4% | +$6.41K | 0.21% | 83 |
|
|
2018
Q1 | $164K | Buy |
+1,792
| New | +$164K | 0.14% | 96 |
|