Glass Jacobson Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
4,176
-3,521
| -46% | -$1.75M | 0.8% | 43 |
|
|
2025
Q1 | $3.24M | Hold |
7,697
| – | – | 1.07% | 19 |
|
|
2024
Q4 | $3.24M | Buy |
7,697
+6
| +0.1% | +$2.53K | 1.07% | 19 |
|
|
2024
Q3 | $3.31M | Sell |
7,691
-111
| -1% | -$47.8K | 1.1% | 19 |
|
|
2024
Q2 | $3.49M | Sell |
7,802
-50
| -0.6% | -$22.3K | 1.27% | 14 |
|
|
2024
Q1 | $3.3M | Sell |
7,852
-612
| -7% | -$257K | 1.24% | 16 |
|
|
2023
Q4 | $3.18M | Sell |
8,464
-644
| -7% | -$242K | 1.3% | 15 |
|
|
2023
Q3 | $2.88M | Buy |
9,108
+58
| +0.6% | +$18.3K | 1.32% | 14 |
|
|
2023
Q2 | $3.08M | Buy |
+9,050
| New | +$3.08M | 1.41% | 13 |
|
|
2022
Q4 | $2.06M | Buy |
+8,586
| New | +$2.06M | 1.02% | 23 |
|