FRA
Frank Rimerman Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.8M | Sell |
120,223
-6,684
| -5% | -$3.32M | 4.02% | 5 |
|
|
2025
Q1 | $47.6M | Buy |
126,907
+6,527
| +5% | +$2.45M | 3.78% | 6 |
|
|
2024
Q4 | $50.7M | Sell |
120,380
-13,330
| -10% | -$5.62M | 3.68% | 7 |
|
|
2024
Q3 | $57.5M | Sell |
133,710
-8,510
| -6% | -$3.66M | 4.08% | 5 |
|
|
2024
Q2 | $63.6M | Buy |
142,220
+122,526
| +622% | +$54.8M | 4.5% | 5 |
|
|
2024
Q1 | $8.29M | Buy |
19,694
+2,122
| +12% | +$893K | 1.59% | 13 |
|
|
2023
Q4 | $6.61M | Buy |
17,572
+1,509
| +9% | +$567K | 1.38% | 14 |
|
|
2023
Q3 | $5.07M | Buy |
16,063
+761
| +5% | +$240K | 1.23% | 16 |
|
|
2023
Q2 | $5.21M | Buy |
15,302
+326
| +2% | +$111K | 1.24% | 17 |
|
|
2023
Q1 | $4.32M | Buy |
14,976
+921
| +7% | +$266K | 1.19% | 16 |
|
|
2022
Q4 | $3.37M | Sell |
14,055
-33
| -0.2% | -$7.91K | 1.05% | 18 |
|
|
2022
Q3 | $3.28M | Buy |
14,088
+4,363
| +45% | +$1.02M | 1.18% | 18 |
|
|
2022
Q2 | $2.5M | Sell |
9,725
-2,444
| -20% | -$628K | 0.95% | 21 |
|
|
2022
Q1 | $3.75M | Buy |
12,169
+2,752
| +29% | +$848K | 1.2% | 16 |
|
|
2021
Q4 | $3.17M | Sell |
9,417
-81
| -0.9% | -$27.2K | 1.06% | 17 |
|
|
2021
Q3 | $2.68M | Sell |
9,498
-1,241
| -12% | -$350K | 1.03% | 18 |
|
|
2021
Q2 | $2.91M | Hold |
10,739
| – | – | 1.14% | 16 |
|
|
2021
Q1 | $2.53M | Sell |
10,739
-1,400
| -12% | -$330K | 1.12% | 17 |
|
|
2020
Q4 | $2.7M | Buy |
+12,139
| New | +$2.7M | 1.22% | 15 |
|