IA
IAM Advisory’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
8,439
+19
| +0.2% | +$9.45K | 1.01% | 16 |
|
|
2025
Q1 | $3.16M | Sell |
8,420
-120
| -1% | -$45K | 0.82% | 19 |
|
|
2024
Q4 | $3.6M | Sell |
8,540
-76
| -0.9% | -$32K | 0.91% | 18 |
|
|
2024
Q3 | $3.71M | Sell |
8,616
-176
| -2% | -$75.7K | 0.94% | 17 |
|
|
2024
Q2 | $3.93M | Sell |
8,792
-41
| -0.5% | -$18.3K | 1.07% | 16 |
|
|
2024
Q1 | $3.72M | Sell |
8,833
-676
| -7% | -$284K | 1.02% | 16 |
|
|
2023
Q4 | $3.58M | Buy |
9,509
+163
| +2% | +$61.3K | 1.12% | 16 |
|
|
2023
Q3 | $2.95M | Buy |
9,346
+61
| +0.7% | +$19.3K | 1.03% | 16 |
|
|
2023
Q2 | $3.16M | Buy |
9,285
+280
| +3% | +$95.4K | 1.08% | 15 |
|
|
2023
Q1 | $2.6M | Sell |
9,005
-2,783
| -24% | -$802K | 0.9% | 14 |
|
|
2022
Q4 | $2.83M | Buy |
11,788
+70
| +0.6% | +$16.8K | 1.04% | 12 |
|
|
2022
Q3 | $2.73M | Buy |
11,718
+114
| +1% | +$26.5K | 1.15% | 12 |
|
|
2022
Q2 | $2.98M | Buy |
11,604
+161
| +1% | +$41.3K | 1.22% | 12 |
|
|
2022
Q1 | $3.53M | Buy |
11,443
+30
| +0.3% | +$9.25K | 1.43% | 10 |
|
|
2021
Q4 | $3.59M | Sell |
11,413
-26
| -0.2% | -$8.17K | 1.42% | 10 |
|
|
2021
Q3 | $3.37M | Buy |
+11,439
| New | +$3.37M | 1.43% | 9 |
|
|
2021
Q2 | – | Sell |
-11,283
| Closed | -$2.84M | – | 79 |
|
|
2021
Q1 | $2.84M | Buy |
11,283
+108
| +1% | +$27.2K | 1.24% | 9 |
|
|
2020
Q4 | $2.72M | Buy |
+11,175
| New | +$2.72M | 1.36% | 8 |
|