CSIA
Carl Stuart Investment Advisor’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
1,597
+1
| +0.1% | +$497 | 0.41% | 8 |
|
|
2025
Q1 | $599K | Hold |
1,596
| – | – | 0.34% | 8 |
|
|
2024
Q4 | $673K | Buy |
1,596
+1
| +0.1% | +$421 | 0.36% | 11 |
|
|
2024
Q3 | $687K | Hold |
1,595
| – | – | 0.39% | 8 |
|
|
2024
Q2 | $713K | Hold |
1,595
| – | – | 0.45% | 8 |
|
|
2024
Q1 | $671K | Sell |
1,595
-403
| -20% | -$170K | 0.44% | 8 |
|
|
2023
Q4 | $751K | Hold |
1,998
| – | – | 0.51% | 15 |
|
|
2023
Q3 | $643K | Hold |
1,998
| – | – | 0.52% | 11 |
|
|
2023
Q2 | $680K | Buy |
+1,998
| New | +$680K | 0.52% | 10 |
|
|
2023
Q1 | – | Sell |
-1,897
| Closed | -$455K | – | 49 |
|
|
2022
Q4 | $455K | Hold |
1,897
| – | – | 0.42% | 12 |
|
|
2022
Q3 | $473K | Hold |
1,897
| – | – | 0.42% | 12 |
|
|
2022
Q2 | $509K | Sell |
1,897
-214
| -10% | -$57.4K | 0.44% | 10 |
|
|
2022
Q1 | $6.51M | Sell |
2,111
-649
| -24% | -$2M | 0.47% | 9 |
|
|
2021
Q4 | $928K | Buy |
+2,760
| New | +$928K | 0.67% | 8 |
|