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Fiducient Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
5,811
-638
| -10% | -$317K | 0.35% | 46 |
|
|
2025
Q1 | $2.42M | Sell |
6,449
-5,304
| -45% | -$1.99M | 0.3% | 43 |
|
|
2024
Q4 | $4.95M | Buy |
11,753
+5,620
| +92% | +$2.37M | 0.61% | 28 |
|
|
2024
Q3 | $2.64M | Sell |
6,133
-1,949
| -24% | -$839K | 0.3% | 39 |
|
|
2024
Q2 | $3.61M | Sell |
8,082
-1,035
| -11% | -$463K | 0.5% | 31 |
|
|
2024
Q1 | $3.84M | Buy |
9,117
+2,336
| +34% | +$983K | 0.76% | 23 |
|
|
2023
Q4 | $2.55M | Sell |
6,781
-160
| -2% | -$60.2K | 0.48% | 25 |
|
|
2023
Q3 | $2.19M | Buy |
6,941
+5,379
| +344% | +$1.7M | 0.12% | 30 |
|
|
2023
Q2 | $532K | Buy |
1,562
+133
| +9% | +$45.3K | 0.16% | 36 |
|
|
2023
Q1 | $412K | Sell |
1,429
-11,783
| -89% | -$3.4M | 0.13% | 35 |
|
|
2022
Q4 | $3.17M | Buy |
13,212
+9,202
| +229% | +$2.21M | 0.93% | 13 |
|
|
2022
Q3 | $934K | Sell |
4,010
-6,876
| -63% | -$1.6M | 0.44% | 19 |
|
|
2022
Q2 | $2.8M | Buy |
10,886
+6,811
| +167% | +$1.75M | 1.05% | 15 |
|
|
2022
Q1 | $1.26M | Buy |
4,075
+1,031
| +34% | +$318K | 0.47% | 18 |
|
|
2021
Q4 | $1.02M | Sell |
3,044
-10,798
| -78% | -$3.63M | 0.31% | 22 |
|
|
2021
Q3 | $3.9M | Sell |
13,842
-2,669
| -16% | -$752K | 1.18% | 13 |
|
|
2021
Q2 | $4.47M | Sell |
16,511
-1,100
| -6% | -$298K | 1.39% | 12 |
|
|
2021
Q1 | $4.15M | Sell |
17,611
-1,050
| -6% | -$248K | 1.34% | 11 |
|
|
2020
Q4 | $4.15M | Buy |
+18,661
| New | +$4.15M | 1.54% | 11 |
|