GA
Goldstein Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
9,731
-1,126
| -10% | -$560K | 0.65% | 24 |
|
|
2025
Q1 | $4.08M | Buy |
10,857
+218
| +2% | +$81.8K | 0.6% | 23 |
|
|
2024
Q4 | $4.48M | Buy |
10,639
+335
| +3% | +$141K | 0.65% | 25 |
|
|
2024
Q3 | $4.43M | Buy |
10,304
+429
| +4% | +$185K | 0.67% | 22 |
|
|
2024
Q2 | $4.41M | Buy |
9,875
+276
| +3% | +$123K | 0.74% | 23 |
|
|
2024
Q1 | $4.04M | Buy |
9,599
+5
| +0.1% | +$2.1K | 0.69% | 25 |
|
|
2023
Q4 | $3.61M | Buy |
9,594
+415
| +5% | +$156K | 0.61% | 26 |
|
|
2023
Q3 | $2.9M | Buy |
9,179
+147
| +2% | +$46.4K | 0.6% | 29 |
|
|
2023
Q2 | $3.08M | Sell |
9,032
-108
| -1% | -$36.8K | 0.64% | 28 |
|
|
2023
Q1 | $2.63M | Sell |
9,140
-2,043
| -18% | -$589K | 0.58% | 31 |
|
|
2022
Q4 | $2.68M | Buy |
+11,183
| New | +$2.68M | 0.65% | 29 |
|