HIA
HTG Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
2,142
+88
| +4% | +$43.8K | 0.4% | 31 |
|
|
2025
Q1 | $771K | Sell |
2,054
-131
| -6% | -$49.2K | 0.32% | 35 |
|
|
2024
Q4 | $921K | Sell |
2,185
-25
| -1% | -$10.5K | 0.42% | 30 |
|
|
2024
Q3 | $951K | Sell |
2,210
-4
| -0.2% | -$1.72K | 0.45% | 29 |
|
|
2024
Q2 | $990K | Sell |
2,214
-50
| -2% | -$22.4K | 0.53% | 28 |
|
|
2024
Q1 | $953K | Sell |
2,264
-123
| -5% | -$51.8K | 0.55% | 26 |
|
|
2023
Q4 | $898K | Hold |
2,387
| – | – | 0.59% | 26 |
|
|
2023
Q3 | $754K | Buy |
2,387
+529
| +28% | +$167K | 0.6% | 28 |
|
|
2023
Q2 | $633K | Buy |
1,858
+153
| +9% | +$52.1K | 0.52% | 28 |
|
|
2023
Q1 | $492K | Buy |
1,705
+189
| +12% | +$54.5K | 0.45% | 31 |
|
|
2022
Q4 | $364K | Buy |
+1,516
| New | +$364K | 0.37% | 36 |
|