FAG
Fortitude Advisory Group’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.5M | Sell |
27,213
-201
| -0.7% | -$100K | 7.73% | 2 |
|
2025
Q1 | $10.2M | Sell |
27,414
-902
| -3% | -$335K | 7.32% | 2 |
|
2024
Q4 | $11.9M | Sell |
28,316
-204
| -0.7% | -$86K | 7.19% | 2 |
|
2024
Q3 | $12.3M | Sell |
28,520
-446
| -2% | -$192K | 7.74% | 2 |
|
2024
Q2 | $12.9M | Sell |
28,966
-1,062
| -4% | -$475K | 7.74% | 3 |
|
2024
Q1 | $12.6M | Buy |
30,028
+2,051
| +7% | +$863K | 7.14% | 3 |
|
2023
Q4 | $10.5M | Sell |
27,977
-1,046
| -4% | -$393K | 6.39% | 3 |
|
2023
Q3 | $9.16M | Buy |
29,023
+2,116
| +8% | +$668K | 6.2% | 3 |
|
2023
Q2 | $9.16M | Sell |
26,907
-1,142
| -4% | -$389K | 6.73% | 2 |
|
2023
Q1 | $8.09M | Buy |
28,049
+1,778
| +7% | +$513K | 6.27% | 2 |
|
2022
Q4 | $6.3M | Buy |
26,271
+2,063
| +9% | +$495K | 5.36% | 2 |
|
2022
Q3 | $5.64M | Buy |
24,208
+378
| +2% | +$88K | 5.35% | 2 |
|
2022
Q2 | $6.12M | Buy |
23,830
+273
| +1% | +$70.1K | 5.6% | 2 |
|
2022
Q1 | $7.26M | Sell |
23,557
-926
| -4% | -$286K | 3.87% | 3 |
|
2021
Q4 | $8.23M | Buy |
+24,483
| New | +$8.23M | 4.14% | 3 |
|