GRP
Global Retirement Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.2M | Buy |
+167,253
| New | +$83.2M | 2.06% | 7 |
|
|
2024
Q4 | $62.5M | Buy |
148,268
+2,349
| +2% | +$990K | 1.79% | 7 |
|
|
2024
Q3 | $62.8M | Buy |
145,919
+6,796
| +5% | +$2.92M | 1.9% | 6 |
|
|
2024
Q2 | $62.2M | Buy |
139,123
+21,112
| +18% | +$9.44M | 1.95% | 5 |
|
|
2024
Q1 | $49.6M | Buy |
118,011
+6,890
| +6% | +$2.9M | 1.85% | 7 |
|
|
2023
Q4 | $43.4M | Buy |
111,121
+2,972
| +3% | +$1.16M | 1.81% | 7 |
|
|
2023
Q3 | $34.5M | Buy |
108,149
+1,886
| +2% | +$602K | 1.74% | 7 |
|
|
2023
Q2 | $36.2M | Buy |
106,263
+1,496
| +1% | +$509K | 1.77% | 6 |
|
|
2023
Q1 | $31.9M | Buy |
104,767
+15,385
| +17% | +$4.68M | 1.69% | 6 |
|
|
2022
Q4 | $21.4M | Buy |
89,382
+4,535
| +5% | +$1.09M | 1.47% | 9 |
|
|
2022
Q3 | $19.7M | Buy |
84,847
+3,203
| +4% | +$744K | 1.49% | 8 |
|
|
2022
Q2 | $21M | Buy |
81,644
+533
| +0.7% | +$137K | 1.68% | 6 |
|
|
2022
Q1 | $21.1M | Buy |
+81,111
| New | +$21.1M | 1.66% | 6 |
|
|
2021
Q4 | – | Sell |
-66,845
| Closed | -$18.8M | – | 1216 |
|
|
2021
Q3 | $18.8M | Buy |
66,845
+1,796
| +3% | +$506K | 1.86% | 5 |
|
|
2021
Q2 | $17.6M | Buy |
65,049
+1,504
| +2% | +$407K | 1.81% | 5 |
|
|
2021
Q1 | $15M | Buy |
63,545
+1,478
| +2% | +$348K | 1.75% | 8 |
|
|
2020
Q4 | $13.8M | Sell |
62,067
-4,097
| -6% | -$911K | 1.73% | 7 |
|
|
2020
Q3 | $13.9M | Buy |
66,164
+2,126
| +3% | +$447K | 2.04% | 4 |
|
|
2020
Q2 | $13M | Buy |
64,038
+1,080
| +2% | +$220K | 2.08% | 4 |
|
|
2020
Q1 | $9.93M | Sell |
62,958
-2,201
| -3% | -$347K | 1.88% | 5 |
|
|
2019
Q4 | $10.3M | Buy |
65,159
+26
| +0% | +$4.1K | 1.57% | 6 |
|
|
2019
Q3 | $9.06M | Buy |
65,133
+16,741
| +35% | +$2.33M | 1.49% | 9 |
|
|
2019
Q2 | $6.48M | Buy |
48,392
+17,679
| +58% | +$2.37M | 1.24% | 12 |
|
|
2019
Q1 | $3.62M | Buy |
30,713
+1,004
| +3% | +$118K | 0.88% | 20 |
|
|
2018
Q4 | $3.02M | Sell |
29,709
-1,201
| -4% | -$122K | 0.77% | 23 |
|
|
2018
Q3 | $3.54M | Buy |
30,910
+1,278
| +4% | +$146K | 0.8% | 26 |
|
|
2018
Q2 | $2.92M | Buy |
29,632
+5,555
| +23% | +$548K | 0.74% | 27 |
|
|
2018
Q1 | $2.2M | Buy |
24,077
+10,599
| +79% | +$968K | 0.61% | 29 |
|
|
2017
Q4 | $1.15M | Buy |
13,478
+6,413
| +91% | +$549K | 0.32% | 54 |
|
|
2017
Q3 | $526K | Sell |
7,065
-339
| -5% | -$25.2K | 0.22% | 109 |
|
|
2017
Q2 | $510K | Buy |
7,404
+561
| +8% | +$38.6K | 0.24% | 100 |
|
|
2017
Q1 | $451K | Sell |
6,843
-226
| -3% | -$14.9K | 0.25% | 95 |
|
|
2016
Q4 | $439K | Buy |
+7,069
| New | +$439K | 0.29% | 81 |
|