IFG Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.32M | Sell |
6,279
-12
| -0.2% | -$5.02K | 0.38% | 35 |
|
|
2025
Q4 | $3.04M | Sell |
6,291
-47
| -0.7% | -$23.6K | 0.51% | 26 |
|
|
2025
Q3 | $3.28M | Buy |
6,338
+33
| +0.5% | +$16.8K | 0.54% | 25 |
|
|
2025
Q2 | $3.14M | Buy |
6,305
+341
| +6% | +$148K | 0.53% | 27 |
|
|
2025
Q1 | $2.24M | Buy |
5,964
+4
| +0.1% | +$1.63K | 0.43% | 29 |
|
|
2024
Q4 | $2.51M | Buy |
5,960
+318
| +6% | +$135K | 0.5% | 28 |
|
|
2024
Q3 | $2.43M | Buy |
5,642
+357
| +7% | +$153K | 0.52% | 28 |
|
|
2024
Q2 | $2.36M | Buy |
5,285
+3
| +0.1% | +$1.27K | 0.56% | 29 |
|
|
2024
Q1 | $2.22M | Buy |
5,282
+4
| +0.1% | +$1.62K | 0.58% | 26 |
|
|
2023
Q4 | $1.98M | Sell |
5,278
-15
| -0.3% | -$5.34K | 0.58% | 27 |
|
|
2023
Q3 | $1.67M | Sell |
5,293
-26
| -0.5% | -$8.59K | 0.59% | 26 |
|
|
2023
Q2 | $1.81M | Buy |
5,319
+50
| +0.9% | +$15.7K | 0.64% | 25 |
|
|
2023
Q1 | $1.52M | Buy |
5,269
+48
| +0.9% | +$12.2K | 0.6% | 25 |
|
|
2022
Q4 | $1.25M | Buy |
5,221
+4
| +0.1% | +$960 | 0.55% | 26 |
|
|
2022
Q3 | $1.22M | Buy |
5,217
+180
| +4% | +$47.5K | 0.62% | 25 |
|
|
2022
Q2 | $1.29M | Sell |
5,037
-105
| -2% | -$28.5K | 0.65% | 26 |
|
|
2022
Q1 | $1.58M | Buy |
5,142
+143
| +3% | +$43K | 0.7% | 26 |
|
|
2021
Q4 | $1.68M | Sell |
4,999
-152
| -3% | -$49.3K | 0.71% | 20 |
|
|
2021
Q3 | $1.45M | Buy |
5,151
+310
| +6% | +$90.2K | 0.67% | 21 |
|
|
2021
Q2 | $1.31M | Buy |
4,841
+1,501
| +45% | +$382K | 0.63% | 22 |
|
|
2021
Q1 | $788K | Buy |
3,340
+6
| +0.2% | +$1.39K | 0.43% | 30 |
|
|
2020
Q4 | $742K | Buy |
3,334
+10
| +0.3% | +$2.15K | 0.46% | 27 |
|
|
2020
Q3 | $699K | Buy |
3,324
+16
| +0.5% | +$3.36K | 0.49% | 24 |
|
|
2020
Q2 | $673K | Buy |
3,308
+173
| +6% | +$31.4K | 0.53% | 23 |
|
|
2020
Q1 | $494K | Buy |
+3,135
| New | +$516K | 0.49% | 32 |
|
Other funds holding MSFT
VCM
VPM
