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Doliver Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
5,150
-317
| -6% | -$158K | 0.7% | 21 |
|
|
2025
Q1 | $2.05M | Sell |
5,467
-55
| -1% | -$20.6K | 0.58% | 27 |
|
|
2024
Q4 | $2.33M | Buy |
5,522
+372
| +7% | +$157K | 0.65% | 22 |
|
|
2024
Q3 | $2.22M | Buy |
5,150
+911
| +21% | +$392K | 0.61% | 22 |
|
|
2024
Q2 | $1.89M | Sell |
4,239
-52
| -1% | -$23.2K | 0.53% | 26 |
|
|
2024
Q1 | $1.81M | Buy |
4,291
+6
| +0.1% | +$2.52K | 0.51% | 28 |
|
|
2023
Q4 | $1.61M | Sell |
4,285
-191
| -4% | -$71.8K | 0.49% | 33 |
|
|
2023
Q3 | $1.41M | Buy |
4,476
+495
| +12% | +$156K | 0.43% | 36 |
|
|
2023
Q2 | $1.36M | Sell |
3,981
-1,645
| -29% | -$560K | 0.41% | 47 |
|
|
2023
Q1 | $1.62M | Sell |
5,626
-323
| -5% | -$93.1K | 0.51% | 28 |
|
|
2022
Q4 | $1.43M | Sell |
5,949
-1,094
| -16% | -$262K | 0.47% | 32 |
|
|
2022
Q3 | $1.64M | Buy |
7,043
+2,022
| +40% | +$471K | 0.61% | 24 |
|
|
2022
Q2 | $1.29M | Buy |
5,021
+4,226
| +532% | +$1.09M | 0.46% | 36 |
|
|
2022
Q1 | $245K | Sell |
795
-51
| -6% | -$15.7K | 0.08% | 147 |
|
|
2021
Q4 | $259K | Buy |
+846
| New | +$259K | 0.08% | 130 |
|
|
2021
Q3 | – | Sell |
-2,502
| Closed | -$678K | – | 175 |
|
|
2021
Q2 | $678K | Buy |
2,502
+432
| +21% | +$117K | 0.22% | 76 |
|
|
2021
Q1 | $488K | Buy |
2,070
+685
| +49% | +$161K | 0.18% | 87 |
|
|
2020
Q4 | $308K | Sell |
1,385
-170
| -11% | -$37.8K | 0.14% | 100 |
|
|
2020
Q3 | $327K | Buy |
+1,555
| New | +$327K | 0.17% | 105 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 356 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 318 |
|
|
2017
Q3 | – | Sell |
-4,498
| Closed | -$310K | – | 285 |
|
|
2017
Q2 | $310K | Buy |
+4,498
| New | +$310K | 0.15% | 143 |
|