Fortis Advisors’s Microsoft MSFT Stock Holding History

Fortis Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Sell	2,424 -153	-6%	-$76.1K	0.77%	27
2025 Q1	$967K	Buy	2,577 +154	+6%	+$57.8K	0.63%	32
2024 Q4	$1.02M	Buy	2,423 +15	+0.6%	+$6.32K	0.67%	31
2024 Q3	$1.04M	Buy	2,408 +67	+3%	+$28.8K	0.67%	31
2024 Q2	$1.05M	Sell	2,341 -105	-4%	-$46.9K	0.74%	31
2024 Q1	$1.03M	Buy	2,446 +1,013	+71%	+$426K	0.69%	31
2023 Q4	$539K	Hold	1,433	–	–	0.38%	40
2023 Q3	$452K	Hold	1,433	–	–	0.34%	46
2023 Q2	$488K	Sell	1,433 -756	-35%	-$257K	0.35%	41
2023 Q1	$631K	Hold	2,189	–	–	0.41%	35
2022 Q4	$525K	Hold	2,189	–	–	0.4%	37
2022 Q3	$510K	Sell	2,189 -142	-6%	-$33.1K	0.36%	40
2022 Q2	$599K	Sell	2,331 -800	-26%	-$206K	0.4%	37
2022 Q1	$965K	Buy	3,131 +56	+2%	+$17.3K	0.53%	34
2021 Q4	$1.03M	Buy	3,075 +10	+0.3%	+$3.36K	0.6%	32
2021 Q3	$864K	Sell	3,065 -1,661	-35%	-$468K	0.53%	35
2021 Q2	$1.28M	Buy	4,726 +1,346	+40%	+$365K	0.74%	33
2021 Q1	$797K	Sell	3,380 -664	-16%	-$157K	0.57%	37
2020 Q4	$899K	Buy	4,044 +110	+3%	+$24.5K	0.79%	24
2020 Q3	$827K	Sell	3,934 -950	-19%	-$200K	0.77%	24
2020 Q2	$994K	Sell	4,884 -1,376	-22%	-$280K	0.99%	25
2020 Q1	$987K	Sell	6,260 -568	-8%	-$89.6K	0.66%	26
2019 Q4	$1.08M	Hold	6,828	–	–	0.65%	29
2019 Q3	$952K	Buy	6,828 +605	+10%	+$84.4K	0.45%	29
2019 Q2	$834K	Buy	6,223 +100	+2%	+$13.4K	0.4%	33
2019 Q1	$722K	Buy	6,123 +689	+13%	+$81.2K	0.38%	35
2018 Q4	$552K	Hold	5,434	–	–	0.33%	34
2018 Q3	$621K	Sell	5,434 -100	-2%	-$11.4K	0.35%	36
2018 Q2	$542K	Hold	5,534	–	–	0.31%	37
2018 Q1	$506K	Sell	5,534 -927	-14%	-$84.8K	0.28%	37
2017 Q4	$553K	Sell	6,461 -80	-1%	-$6.85K	0.34%	33
2017 Q3	$487K	Sell	6,541 -4,393	-40%	-$327K	0.34%	30
2017 Q2	$754K	Sell	10,934 -608	-5%	-$41.9K	0.59%	24
2017 Q1	$760K	Buy	11,542 +4,293	+59%	+$283K	0.69%	22
2016 Q4	$451K	Buy	+7,249	New	+$451K	0.48%	15