C1AG
Client 1st Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
3,421
-52
| -1% | -$25.9K | 0.62% | 25 |
|
|
2025
Q1 | $1.3M | Buy |
3,473
+565
| +19% | +$212K | 0.51% | 28 |
|
|
2024
Q4 | $1.23M | Buy |
2,908
+194
| +7% | +$81.8K | 0.47% | 30 |
|
|
2024
Q3 | $1.17M | Buy |
2,714
+270
| +11% | +$116K | 0.46% | 32 |
|
|
2024
Q2 | $1.09M | Buy |
2,444
+154
| +7% | +$68.8K | 0.47% | 33 |
|
|
2024
Q1 | $964K | Buy |
2,290
+260
| +13% | +$109K | 0.43% | 32 |
|
|
2023
Q4 | $764K | Buy |
2,030
+313
| +18% | +$118K | 0.37% | 36 |
|
|
2023
Q3 | $542K | Sell |
1,717
-23
| -1% | -$7.26K | 0.29% | 48 |
|
|
2023
Q2 | $593K | Buy |
1,740
+38
| +2% | +$12.9K | 0.31% | 44 |
|
|
2023
Q1 | $491K | Sell |
1,702
-1,054
| -38% | -$304K | 0.27% | 50 |
|
|
2022
Q4 | $661K | Hold |
2,756
| – | – | 0.39% | 35 |
|
|
2022
Q3 | $642K | Hold |
2,756
| – | – | 0.4% | 33 |
|
|
2022
Q2 | $708K | Buy |
2,756
+103
| +4% | +$26.5K | 0.42% | 31 |
|
|
2022
Q1 | $818K | Buy |
2,653
+1,061
| +67% | +$327K | 0.4% | 38 |
|
|
2021
Q4 | $536K | Sell |
1,592
-207
| -12% | -$69.7K | 0.26% | 44 |
|
|
2021
Q3 | $507K | Buy |
1,799
+389
| +28% | +$110K | 0.26% | 43 |
|
|
2021
Q2 | $382K | Hold |
1,410
| – | – | 0.2% | 46 |
|
|
2021
Q1 | $332K | Hold |
1,410
| – | – | 0.19% | 46 |
|
|
2020
Q4 | $300K | Hold |
1,410
| – | – | 0.19% | 40 |
|
|
2020
Q3 | $305K | Sell |
1,410
-70
| -5% | -$15.1K | 0.21% | 41 |
|
|
2020
Q2 | $302K | Buy |
+1,480
| New | +$302K | 0.25% | 41 |
|