ECA
Elevated Capital Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Hold |
19,275
| – | – | 2.03% | 6 |
|
|
2025
Q1 | $7.24M | Sell |
19,275
-435
| -2% | -$163K | 2.03% | 6 |
|
|
2024
Q4 | $8.31M | Buy |
19,710
+3,783
| +24% | +$1.59M | 2.26% | 6 |
|
|
2024
Q3 | $6.85M | Buy |
15,927
+4,407
| +38% | +$1.9M | 1.82% | 10 |
|
|
2024
Q2 | $5.15M | Buy |
11,520
+864
| +8% | +$386K | 1.45% | 13 |
|
|
2024
Q1 | $4.48M | Buy |
10,656
+514
| +5% | +$216K | 1.28% | 21 |
|
|
2023
Q4 | $3.81M | Buy |
10,142
+244
| +2% | +$91.8K | 1.19% | 21 |
|
|
2023
Q3 | $3.13M | Sell |
9,898
-199
| -2% | -$62.8K | 1.06% | 25 |
|
|
2023
Q2 | $3.44M | Buy |
10,097
+331
| +3% | +$113K | 1.14% | 22 |
|
|
2023
Q1 | $2.82M | Buy |
9,766
+23
| +0.2% | +$6.63K | 1.01% | 26 |
|
|
2022
Q4 | $2.34M | Buy |
9,743
+2,799
| +40% | +$671K | 0.89% | 33 |
|
|
2022
Q3 | $1.62M | Buy |
+6,944
| New | +$1.62M | 0.64% | 47 |
|
|
2022
Q1 | $2.2M | Buy |
+7,130
| New | +$2.2M | 0.73% | 37 |
|
|
2021
Q3 | $2.02M | Buy |
+7,172
| New | +$2.02M | 0.7% | 39 |
|
|
2021
Q1 | $2.16M | Sell |
8,375
-99
| -1% | -$25.6K | 0.84% | 34 |
|
|
2020
Q4 | $1.89M | Buy |
8,474
+2,541
| +43% | +$565K | 0.82% | 35 |
|
|
2020
Q3 | $1.25M | Sell |
5,933
-727
| -11% | -$153K | 0.59% | 49 |
|
|
2020
Q2 | $1.54M | Buy |
+6,660
| New | +$1.54M | 0.73% | 39 |
|
|
2019
Q4 | $401K | Buy |
+2,544
| New | +$401K | 0.45% | 69 |
|
|
2019
Q1 | $1.07M | Buy |
+6,246
| New | +$1.07M | 0.71% | 38 |
|