GA
GoalVest Advisory’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
12,182
+490
| +4% | +$244K | 1.5% | 9 |
|
|
2025
Q1 | $4.39M | Buy |
11,692
+724
| +7% | +$272K | 1.21% | 11 |
|
|
2024
Q4 | $4.62M | Sell |
10,968
-9
| -0.1% | -$3.79K | 1.27% | 10 |
|
|
2024
Q3 | $4.72M | Buy |
10,977
+611
| +6% | +$263K | 1.36% | 10 |
|
|
2024
Q2 | $4.63M | Sell |
10,366
-1,253
| -11% | -$560K | 1.48% | 9 |
|
|
2024
Q1 | $4.89M | Buy |
11,619
+2,104
| +22% | +$885K | 1.63% | 8 |
|
|
2023
Q4 | $3.58M | Sell |
9,515
-130
| -1% | -$48.9K | 1.57% | 8 |
|
|
2023
Q3 | $3.05M | Sell |
9,645
-404
| -4% | -$128K | 1.53% | 8 |
|
|
2023
Q2 | $3.42M | Sell |
10,049
-573
| -5% | -$195K | 1.77% | 8 |
|
|
2023
Q1 | $3.06M | Sell |
10,622
-252
| -2% | -$72.6K | 1.79% | 9 |
|
|
2022
Q4 | $2.61M | Sell |
10,874
-9,104
| -46% | -$2.18M | 1.68% | 12 |
|
|
2022
Q3 | $4.65M | Sell |
19,978
-2,906
| -13% | -$677K | 3.26% | 3 |
|
|
2022
Q2 | $6.02M | Buy |
22,884
+499
| +2% | +$131K | 3.81% | 3 |
|
|
2022
Q1 | $6.9M | Buy |
+22,385
| New | +$6.9M | 3.89% | 4 |
|
|
2021
Q2 | $5.12M | Buy |
18,906
+3,175
| +20% | +$860K | 3.18% | 5 |
|
|
2021
Q1 | $3.71M | Sell |
15,731
-3,056
| -16% | -$721K | 2.77% | 7 |
|
|
2020
Q4 | $4.18M | Buy |
+18,787
| New | +$4.18M | 3.51% | 5 |
|