FGA
Fortis Group Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Sell |
9,831
-1,801
| -15% | -$952K | 0.94% | 25 |
|
|
2025
Q1 | $4.37M | Sell |
11,632
-840
| -7% | -$315K | 0.85% | 40 |
|
|
2024
Q4 | $5.26M | Buy |
12,472
+208
| +2% | +$87.7K | 0.98% | 34 |
|
|
2024
Q3 | $5.28M | Buy |
12,264
+340
| +3% | +$146K | 0.98% | 34 |
|
|
2024
Q2 | $5.33M | Sell |
11,924
-4,637
| -28% | -$2.07M | 1.06% | 32 |
|
|
2024
Q1 | $6.97M | Buy |
16,561
+10,566
| +176% | +$4.45M | 1.28% | 22 |
|
|
2023
Q4 | $1.96M | Buy |
5,995
+1,330
| +29% | +$435K | 0.49% | 31 |
|
|
2023
Q3 | $1.38M | Sell |
4,665
-1,962
| -30% | -$581K | 0.42% | 34 |
|
|
2023
Q2 | $2.26M | Buy |
6,627
+3,243
| +96% | +$1.1M | 0.6% | 34 |
|
|
2023
Q1 | $1.04M | Buy |
+3,384
| New | +$1.04M | 0.31% | 44 |
|
|
2020
Q3 | $5.16M | Buy |
+24,538
| New | +$5.16M | 1% | 22 |
|