Financial Engines Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.9M | Sell |
106,284
-25,302
| -19% | -$12.6M | 0.11% | 50 |
|
|
2025
Q1 | $49.4M | Sell |
131,586
-222
| -0.2% | -$83.3K | 0.11% | 50 |
|
|
2024
Q4 | $55.6M | Buy |
131,808
+54,868
| +71% | +$23.1M | 0.12% | 50 |
|
|
2024
Q3 | $33.1M | Buy |
76,940
+2,059
| +3% | +$886K | 0.07% | 57 |
|
|
2024
Q2 | $33.5M | Buy |
74,881
+29,603
| +65% | +$13.2M | 0.07% | 56 |
|
|
2024
Q1 | $19M | Sell |
45,278
-1,475
| -3% | -$621K | 0.04% | 61 |
|
|
2023
Q4 | $17.6M | Buy |
46,753
+7,530
| +19% | +$2.83M | 0.04% | 63 |
|
|
2023
Q3 | $12.4M | Buy |
39,223
+3,318
| +9% | +$1.05M | 0.03% | 68 |
|
|
2023
Q2 | $12.2M | Sell |
35,905
-3,281
| -8% | -$1.12M | 0.03% | 72 |
|
|
2023
Q1 | $11.3M | Sell |
39,186
-901
| -2% | -$260K | 0.03% | 72 |
|
|
2022
Q4 | $9.61M | Buy |
40,087
+3,990
| +11% | +$957K | 0.03% | 79 |
|
|
2022
Q3 | $8.41M | Buy |
36,097
+869
| +2% | +$202K | 0.03% | 79 |
|
|
2022
Q2 | $9.05M | Sell |
35,228
-3,954
| -10% | -$1.02M | 0.03% | 77 |
|
|
2022
Q1 | $12.1M | Buy |
39,182
+17,851
| +84% | +$5.5M | 0.03% | 69 |
|
|
2021
Q4 | $7.17M | Sell |
21,331
-2,541
| -11% | -$855K | 0.02% | 66 |
|
|
2021
Q3 | $6.73M | Sell |
23,872
-12
| -0.1% | -$3.38K | 0.02% | 64 |
|
|
2021
Q2 | $6.47M | Sell |
23,884
-1,791
| -7% | -$485K | 0.02% | 60 |
|
|
2021
Q1 | $6.05M | Buy |
25,675
+1,001
| +4% | +$236K | 0.02% | 65 |
|
|
2020
Q4 | $5.49M | Sell |
24,674
-2,320
| -9% | -$516K | 0.02% | 70 |
|
|
2020
Q3 | $5.68M | Buy |
26,994
+7,088
| +36% | +$1.49M | 0.02% | 67 |
|
|
2020
Q2 | $4.05M | Buy |
19,906
+13,363
| +204% | +$2.72M | 0.02% | 68 |
|
|
2020
Q1 | $1.03M | Sell |
6,543
-885
| -12% | -$140K | 0.01% | 99 |
|
|
2019
Q4 | $1.17M | Buy |
7,428
+4,528
| +156% | +$714K | 0.01% | 92 |
|
|
2019
Q3 | $403K | Buy |
+2,900
| New | +$403K | ﹤0.01% | 105 |
|
|
2018
Q4 | – | Sell |
-277
| Closed | -$32K | – | 157 |
|
|
2018
Q3 | $32K | Sell |
277
-649
| -70% | -$75K | ﹤0.01% | 70 |
|
|
2018
Q2 | $91K | Sell |
926
-1,084
| -54% | -$107K | ﹤0.01% | 65 |
|
|
2018
Q1 | $183K | Sell |
2,010
-8,763
| -81% | -$798K | 0.01% | 58 |
|
|
2017
Q4 | $921K | Sell |
10,773
-26,951
| -71% | -$2.3M | 0.03% | 43 |
|
|
2017
Q3 | $2.81M | Sell |
37,724
-19,807
| -34% | -$1.48M | 0.09% | 29 |
|
|
2017
Q2 | $3.97M | Sell |
57,531
-857
| -1% | -$59.1K | 0.18% | 21 |
|
|
2017
Q1 | $3.85M | Sell |
58,388
-17,063
| -23% | -$1.12M | 0.18% | 20 |
|
|
2016
Q4 | $4.69M | Buy |
75,451
+13,555
| +22% | +$842K | 0.23% | 19 |
|
|
2016
Q3 | $3.57M | Sell |
61,896
-9,741
| -14% | -$561K | 2.84% | 12 |
|
|
2016
Q2 | $3.67M | Sell |
71,637
-9,311
| -12% | -$476K | 3.08% | 11 |
|
|
2016
Q1 | $4.47M | Sell |
80,948
-52,602
| -39% | -$2.91M | 3.71% | 9 |
|
|
2015
Q4 | $7.41M | Buy |
133,550
+76,110
| +133% | +$4.22M | 5.92% | 5 |
|
|
2015
Q3 | $2.54M | Sell |
57,440
-2,816
| -5% | -$125K | 1.79% | 16 |
|
|
2015
Q2 | $2.66M | Buy |
60,256
+7,917
| +15% | +$349K | 1.58% | 15 |
|
|
2015
Q1 | $2.43M | Sell |
52,339
-10,707
| -17% | -$497K | 2.06% | 16 |
|
|
2014
Q4 | $2.93M | Sell |
63,046
-29,736
| -32% | -$1.38M | 2.5% | 14 |
|
|
2014
Q3 | $4.3M | Buy |
92,782
+43,651
| +89% | +$2.02M | 3.32% | 9 |
|
|
2014
Q2 | $2.05M | Sell |
49,131
-26,715
| -35% | -$1.11M | 1.76% | 18 |
|
|
2014
Q1 | $3.11M | Sell |
75,846
-62,678
| -45% | -$2.57M | 2.54% | 12 |
|
|
2013
Q4 | $5.19M | Buy |
138,524
+130,178
| +1,560% | +$4.87M | 4.31% | 6 |
|
|
2013
Q3 | $278K | Buy |
+8,346
| New | +$278K | 0.23% | 40 |
|