EA
Emerald Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Buy |
12,123
+341
| +3% | +$170K | 0.77% | 9 |
|
|
2025
Q1 | $4.42M | Buy |
11,782
+456
| +4% | +$171K | 0.59% | 10 |
|
|
2024
Q4 | $4.77M | Sell |
11,326
-110
| -1% | -$46.4K | 0.66% | 10 |
|
|
2024
Q3 | $4.78M | Sell |
11,436
-208
| -2% | -$87K | 0.69% | 9 |
|
|
2024
Q2 | $5.2M | Buy |
11,644
+102
| +0.9% | +$45.6K | 0.79% | 8 |
|
|
2024
Q1 | $4.86M | Sell |
11,542
-143
| -1% | -$60.2K | 0.86% | 8 |
|
|
2023
Q4 | $4.39M | Buy |
11,685
+57
| +0.5% | +$21.4K | 0.84% | 8 |
|
|
2023
Q3 | $3.67M | Sell |
11,628
-166
| -1% | -$52.4K | 0.85% | 9 |
|
|
2023
Q2 | $4.02M | Buy |
11,794
+83
| +0.7% | +$28.3K | 0.96% | 8 |
|
|
2023
Q1 | $3.38M | Buy |
11,711
+57
| +0.5% | +$16.4K | 0.87% | 8 |
|
|
2022
Q4 | $2.79M | Sell |
11,654
-134
| -1% | -$32.1K | 0.77% | 8 |
|
|
2022
Q3 | $2.75M | Buy |
11,788
+107
| +0.9% | +$24.9K | 0.8% | 9 |
|
|
2022
Q2 | $3M | Buy |
11,681
+244
| +2% | +$62.7K | 0.84% | 8 |
|
|
2022
Q1 | $3.53M | Sell |
11,437
-122
| -1% | -$37.6K | 0.83% | 7 |
|
|
2021
Q4 | $3.89M | Buy |
11,559
+3,843
| +50% | +$1.29M | 0.94% | 6 |
|
|
2021
Q3 | $2.18M | Sell |
7,716
-60
| -0.8% | -$16.9K | 0.62% | 17 |
|
|
2021
Q2 | $2.11M | Buy |
7,776
+126
| +2% | +$34.1K | 0.66% | 15 |
|
|
2021
Q1 | $1.8M | Buy |
7,650
+62
| +0.8% | +$14.6K | 0.65% | 16 |
|
|
2020
Q4 | $1.69M | Sell |
7,588
-781
| -9% | -$174K | 0.58% | 16 |
|
|
2020
Q3 | $1.76M | Buy |
8,369
+2,446
| +41% | +$514K | 0.67% | 17 |
|
|
2020
Q2 | $1.21M | Buy |
5,923
+8
| +0.1% | +$1.63K | 0.53% | 24 |
|
|
2020
Q1 | $1.09M | Sell |
5,915
-535
| -8% | -$98.8K | 0.49% | 23 |
|
|
2019
Q4 | $1.05M | Buy |
+6,450
| New | +$1.05M | 1% | 14 |
|