FIA
Foundations Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.5M | Buy |
171,900
+10,556
| +7% | +$5.25M | 1.35% | 13 |
|
|
2025
Q1 | $60.6M | Sell |
161,344
-9,516
| -6% | -$3.57M | 1.12% | 18 |
|
|
2024
Q4 | $72M | Buy |
170,860
+27,765
| +19% | +$11.7M | 1.39% | 17 |
|
|
2024
Q3 | $61.6M | Buy |
143,095
+36,567
| +34% | +$15.7M | 1.29% | 19 |
|
|
2024
Q2 | $47.6M | Buy |
106,528
+2,573
| +2% | +$1.15M | 1.16% | 21 |
|
|
2024
Q1 | $43.7M | Buy |
103,955
+3,013
| +3% | +$1.27M | 1.15% | 20 |
|
|
2023
Q4 | $40.8M | Buy |
100,942
+30,460
| +43% | +$12.3M | 1.09% | 20 |
|
|
2023
Q3 | $22.3M | Sell |
70,482
-3,825
| -5% | -$1.21M | 0.69% | 32 |
|
|
2023
Q2 | $25.3M | Buy |
74,307
+17,017
| +30% | +$5.79M | 0.84% | 27 |
|
|
2023
Q1 | $16.5M | Buy |
57,290
+8,431
| +17% | +$2.43M | 0.59% | 30 |
|
|
2022
Q4 | $11.7M | Buy |
48,859
+1,762
| +4% | +$423K | 0.47% | 33 |
|
|
2022
Q3 | $11M | Buy |
47,097
+340
| +0.7% | +$79.2K | 0.48% | 29 |
|
|
2022
Q2 | $12.4M | Buy |
46,757
+8,513
| +22% | +$2.27M | 0.52% | 25 |
|
|
2022
Q1 | $10.7M | Buy |
38,244
+2,153
| +6% | +$602K | 0.41% | 26 |
|
|
2021
Q4 | $11.5M | Buy |
36,091
+3,037
| +9% | +$967K | 0.43% | 22 |
|
|
2021
Q3 | $9.55M | Buy |
33,054
+4,605
| +16% | +$1.33M | 0.42% | 24 |
|
|
2021
Q2 | $7.91M | Buy |
28,449
+7,030
| +33% | +$1.95M | 0.38% | 32 |
|
|
2021
Q1 | $5.35M | Buy |
21,419
+4,690
| +28% | +$1.17M | 0.31% | 35 |
|
|
2020
Q4 | $3.67M | Buy |
16,729
+1,618
| +11% | +$355K | 0.24% | 29 |
|
|
2020
Q3 | $3.12M | Sell |
15,111
-3,262
| -18% | -$673K | 0.68% | 25 |
|
|
2020
Q2 | $3.79M | Buy |
18,373
+2,296
| +14% | +$474K | 0.34% | 26 |
|
|
2020
Q1 | $2.45M | Buy |
16,077
+7,102
| +79% | +$1.08M | 0.28% | 17 |
|
|
2019
Q4 | $1.43M | Sell |
8,975
-657
| -7% | -$104K | 0.18% | 46 |
|
|
2019
Q3 | $1.31M | Buy |
9,632
+1,802
| +23% | +$246K | 0.17% | 46 |
|
|
2019
Q2 | $1.08M | Buy |
7,830
+1,752
| +29% | +$241K | 0.16% | 48 |
|
|
2019
Q1 | $717K | Buy |
6,078
+2,594
| +74% | +$306K | 0.12% | 51 |
|
|
2018
Q4 | $374K | Buy |
+3,484
| New | +$374K | 0.08% | 74 |
|