HA
HC Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
646
-227
| -26% | -$113K | 0.23% | 43 |
|
|
2025
Q1 | $328K | Sell |
873
-212
| -20% | -$79.6K | 0.25% | 40 |
|
|
2024
Q4 | $457K | Buy |
+1,085
| New | +$457K | 0.37% | 33 |
|
|
2024
Q2 | – | Sell |
-1,802
| Closed | -$758K | – | 68 |
|
|
2024
Q1 | $758K | Sell |
1,802
-3
| -0.2% | -$1.26K | 0.36% | 48 |
|
|
2023
Q4 | $679K | Buy |
1,805
+5
| +0.3% | +$1.88K | 0.38% | 46 |
|
|
2023
Q3 | $568K | Sell |
1,800
-195
| -10% | -$61.6K | 0.34% | 50 |
|
|
2023
Q2 | $680K | Sell |
1,995
-16
| -0.8% | -$5.45K | 0.39% | 42 |
|
|
2023
Q1 | $580K | Buy |
2,011
+24
| +1% | +$6.92K | 0.36% | 45 |
|
|
2022
Q4 | $477K | Sell |
1,987
-661
| -25% | -$159K | 0.33% | 49 |
|
|
2022
Q3 | $617K | Hold |
2,648
| – | – | 0.42% | 44 |
|
|
2022
Q2 | $680K | Buy |
2,648
+639
| +32% | +$164K | 0.48% | 41 |
|
|
2022
Q1 | $619K | Buy |
2,009
+5
| +0.2% | +$1.54K | 0.39% | 42 |
|
|
2021
Q4 | $674K | Sell |
2,004
-187
| -9% | -$62.9K | 0.41% | 38 |
|
|
2021
Q3 | $618K | Buy |
2,191
+9
| +0.4% | +$2.54K | 0.41% | 37 |
|
|
2021
Q2 | $591K | Buy |
2,182
+1
| +0% | +$271 | 0.36% | 41 |
|
|
2021
Q1 | $514K | Buy |
2,181
+173
| +9% | +$40.8K | 0.33% | 42 |
|
|
2020
Q4 | $447K | Hold |
2,008
| – | – | 0.31% | 46 |
|
|
2020
Q3 | $422K | Sell |
2,008
-50
| -2% | -$10.5K | 0.34% | 40 |
|
|
2020
Q2 | $419K | Sell |
2,058
-8,458
| -80% | -$1.72M | 0.35% | 50 |
|
|
2020
Q1 | $1.66M | Buy |
10,516
+9,062
| +623% | +$1.43M | 7.23% | 3 |
|
|
2019
Q4 | $229K | Buy |
+1,454
| New | +$229K | 0.24% | 42 |
|