Financial Advocates Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Buy |
52,668
+23,990
| +84% | +$11.9M | 2.13% | 5 |
|
|
2025
Q1 | $10.8M | Sell |
28,678
-87,744
| -75% | -$32.9M | 0.75% | 28 |
|
|
2024
Q4 | $49.1M | Sell |
116,422
-3,774
| -3% | -$1.59M | 2.79% | 4 |
|
|
2024
Q3 | $51.7M | Buy |
120,196
+1,025
| +0.9% | +$441K | 2.92% | 4 |
|
|
2024
Q2 | $53.3M | Sell |
119,171
-10,192
| -8% | -$4.56M | 3.3% | 4 |
|
|
2024
Q1 | $54.4M | Sell |
129,363
-5,471
| -4% | -$2.3M | 3.15% | 3 |
|
|
2023
Q4 | $50.7M | Buy |
134,834
+1,968
| +1% | +$740K | 3.32% | 2 |
|
|
2023
Q3 | $42M | Buy |
132,866
+1,682
| +1% | +$531K | 3.02% | 2 |
|
|
2023
Q2 | $44.7M | Sell |
131,184
-5,893
| -4% | -$2.01M | 3.19% | 2 |
|
|
2023
Q1 | $39.5M | Buy |
137,077
+4,553
| +3% | +$1.31M | 2.84% | 2 |
|
|
2022
Q4 | $31.8M | Buy |
132,524
+19,236
| +17% | +$4.61M | 2.37% | 3 |
|
|
2022
Q3 | $26M | Sell |
113,288
-21,214
| -16% | -$4.87M | 2.15% | 2 |
|
|
2022
Q2 | $34.5M | Buy |
134,502
+8,409
| +7% | +$2.16M | 2.8% | 2 |
|
|
2022
Q1 | $38.9M | Sell |
126,093
-4,390
| -3% | -$1.35M | 2.56% | 3 |
|
|
2021
Q4 | $43.9M | Sell |
130,483
-11,165
| -8% | -$3.76M | 2.76% | 1 |
|
|
2021
Q3 | $39.9M | Sell |
141,648
-3,765
| -3% | -$1.06M | 2.7% | 2 |
|
|
2021
Q2 | $39.4M | Buy |
145,413
+5,784
| +4% | +$1.57M | 2.63% | 2 |
|
|
2021
Q1 | $32.9M | Buy |
139,629
+859
| +0.6% | +$203K | 2.33% | 2 |
|
|
2020
Q4 | $30.9M | Buy |
138,770
+7,523
| +6% | +$1.67M | 2.11% | 3 |
|
|
2020
Q3 | $27.6M | Buy |
131,247
+10,831
| +9% | +$2.28M | 2.36% | 3 |
|
|
2020
Q2 | $24.5M | Buy |
120,416
+13,853
| +13% | +$2.82M | 2.32% | 3 |
|
|
2020
Q1 | $15.7M | Sell |
106,563
-32
| -0% | -$4.71K | 2.24% | 2 |
|
|
2019
Q4 | $16.8M | Sell |
106,595
-392
| -0.4% | -$61.8K | 1.79% | 5 |
|
|
2019
Q3 | $14.9M | Buy |
106,987
+4,487
| +4% | +$624K | 1.7% | 6 |
|
|
2019
Q2 | $13.7M | Buy |
102,500
+2,896
| +3% | +$388K | 1.59% | 8 |
|
|
2019
Q1 | $11.7M | Sell |
99,604
-3,703
| -4% | -$437K | 1.46% | 9 |
|
|
2018
Q4 | $10.5M | Sell |
103,307
-17,227
| -14% | -$1.75M | 1.43% | 11 |
|
|
2018
Q3 | $13.8M | Buy |
120,534
+4,320
| +4% | +$494K | 1.54% | 10 |
|
|
2018
Q2 | $11.6M | Buy |
116,214
+2,223
| +2% | +$222K | 1.41% | 12 |
|
|
2018
Q1 | $10.4M | Buy |
113,991
+16,343
| +17% | +$1.49M | 1.35% | 12 |
|
|
2017
Q4 | $8.35M | Buy |
+97,648
| New | +$8.35M | 1.14% | 17 |
|