FA
Fiduciary Alliance’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.2M | Buy |
121,045
+18,853
| +18% | +$9.38M | 4.49% | 1 |
|
|
2025
Q1 | $38.4M | Buy |
102,192
+1,940
| +2% | +$728K | 3.77% | 3 |
|
|
2024
Q4 | $42.3M | Buy |
100,252
+12,270
| +14% | +$5.17M | 4.27% | 2 |
|
|
2024
Q3 | $37.9M | Buy |
87,982
+5,379
| +7% | +$2.31M | 5.02% | 2 |
|
|
2024
Q2 | $37.9M | Buy |
82,603
+5,856
| +8% | +$2.69M | 6.16% | 1 |
|
|
2024
Q1 | $32.6M | Sell |
76,747
-1,617
| -2% | -$687K | 5.75% | 1 |
|
|
2023
Q4 | $29.5M | Buy |
78,364
+563
| +0.7% | +$212K | 5.8% | 2 |
|
|
2023
Q3 | $24.6M | Buy |
77,801
+2,605
| +3% | +$823K | 5.68% | 2 |
|
|
2023
Q2 | $25.6M | Buy |
75,196
+1,180
| +2% | +$402K | 5.5% | 2 |
|
|
2023
Q1 | $21.3M | Buy |
74,016
+1,946
| +3% | +$561K | 5.36% | 2 |
|
|
2022
Q4 | $17.3M | Buy |
+72,070
| New | +$17.3M | 4.47% | 2 |
|