DSA
Droms Strauss Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
8,087
-26
| -0.3% | -$12.9K | 1.23% | 19 |
|
|
2025
Q1 | $3.05M | Sell |
8,113
-768
| -9% | -$288K | 1.05% | 21 |
|
|
2024
Q4 | $3.74M | Sell |
8,881
-560
| -6% | -$236K | 1.22% | 19 |
|
|
2024
Q3 | $4.06M | Sell |
9,441
-526
| -5% | -$226K | 1.44% | 16 |
|
|
2024
Q2 | $4.46M | Buy |
9,967
+5,199
| +109% | +$2.32M | 1.61% | 10 |
|
|
2024
Q1 | $2.01M | Buy |
4,768
+66
| +1% | +$27.8K | 0.73% | 22 |
|
|
2023
Q4 | $1.77M | Sell |
4,702
-647
| -12% | -$243K | 0.69% | 24 |
|
|
2023
Q3 | $1.69M | Sell |
5,349
-96
| -2% | -$30.3K | 0.73% | 21 |
|
|
2023
Q2 | $1.84M | Sell |
5,445
-16
| -0.3% | -$5.41K | 0.77% | 22 |
|
|
2023
Q1 | $1.57M | Buy |
5,461
+15
| +0.3% | +$4.32K | 0.71% | 23 |
|
|
2022
Q4 | $1.3M | Buy |
5,446
+18
| +0.3% | +$4.31K | 0.6% | 30 |
|
|
2022
Q3 | $1.27M | Buy |
5,428
+1,307
| +32% | +$305K | 0.63% | 27 |
|
|
2022
Q2 | $1.06M | Sell |
4,121
-442
| -10% | -$114K | 0.53% | 25 |
|
|
2022
Q1 | $1.43M | Buy |
4,563
+179
| +4% | +$56.1K | 0.72% | 16 |
|
|
2021
Q4 | $1.47M | Hold |
4,384
| – | – | 0.65% | 18 |
|
|
2021
Q3 | $1.24M | Sell |
4,384
-160
| -4% | -$45.2K | 0.59% | 17 |
|
|
2021
Q2 | $1.1M | Sell |
4,544
-31,011
| -87% | -$7.51M | 0.52% | 20 |
|
|
2021
Q1 | $8.38M | Buy |
35,555
+129
| +0.4% | +$30.4K | 4.12% | 7 |
|
|
2020
Q4 | $7.88M | Buy |
35,426
+598
| +2% | +$133K | 4.57% | 6 |
|
|
2020
Q3 | $7.33M | Buy |
34,828
+203
| +0.6% | +$42.7K | 4.33% | 7 |
|
|
2020
Q2 | $7.05M | Sell |
34,625
-260
| -0.7% | -$52.9K | 4.84% | 6 |
|
|
2020
Q1 | $5.5M | Buy |
34,885
+30,450
| +687% | +$4.8M | 4.58% | 8 |
|
|
2019
Q4 | $699K | Buy |
4,435
+1,390
| +46% | +$219K | 0.52% | 23 |
|
|
2019
Q3 | $425K | Sell |
3,045
-59
| -2% | -$8.24K | 0.34% | 28 |
|
|
2019
Q2 | $416K | Buy |
3,104
+14
| +0.5% | +$1.88K | 0.31% | 33 |
|
|
2019
Q1 | $364K | Buy |
3,090
+451
| +17% | +$53.1K | 0.28% | 32 |
|
|
2018
Q4 | $269K | Buy |
+2,639
| New | +$269K | 0.25% | 29 |
|