IA
IFG Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
6,305
+341
| +6% | +$170K | 0.53% | 27 |
|
|
2025
Q1 | $2.24M | Buy |
5,964
+4
| +0.1% | +$1.5K | 0.43% | 29 |
|
|
2024
Q4 | $2.51M | Buy |
5,960
+318
| +6% | +$134K | 0.5% | 28 |
|
|
2024
Q3 | $2.43M | Buy |
5,642
+357
| +7% | +$154K | 0.52% | 28 |
|
|
2024
Q2 | $2.36M | Buy |
5,285
+3
| +0.1% | +$1.34K | 0.56% | 29 |
|
|
2024
Q1 | $2.22M | Buy |
5,282
+4
| +0.1% | +$1.68K | 0.58% | 26 |
|
|
2023
Q4 | $1.98M | Sell |
5,278
-15
| -0.3% | -$5.64K | 0.58% | 27 |
|
|
2023
Q3 | $1.67M | Sell |
5,293
-26
| -0.5% | -$8.21K | 0.59% | 26 |
|
|
2023
Q2 | $1.81M | Buy |
5,319
+50
| +0.9% | +$17K | 0.64% | 25 |
|
|
2023
Q1 | $1.52M | Buy |
5,269
+48
| +0.9% | +$13.8K | 0.6% | 25 |
|
|
2022
Q4 | $1.25M | Buy |
5,221
+4
| +0.1% | +$959 | 0.55% | 26 |
|
|
2022
Q3 | $1.22M | Buy |
5,217
+180
| +4% | +$41.9K | 0.62% | 25 |
|
|
2022
Q2 | $1.29M | Sell |
5,037
-105
| -2% | -$27K | 0.65% | 26 |
|
|
2022
Q1 | $1.59M | Buy |
5,142
+143
| +3% | +$44.1K | 0.7% | 26 |
|
|
2021
Q4 | $1.68M | Sell |
4,999
-152
| -3% | -$51.1K | 0.71% | 20 |
|
|
2021
Q3 | $1.45M | Buy |
5,151
+310
| +6% | +$87.4K | 0.67% | 21 |
|
|
2021
Q2 | $1.31M | Buy |
4,841
+1,501
| +45% | +$407K | 0.63% | 22 |
|
|
2021
Q1 | $788K | Buy |
3,340
+6
| +0.2% | +$1.42K | 0.43% | 30 |
|
|
2020
Q4 | $742K | Buy |
3,334
+10
| +0.3% | +$2.23K | 0.46% | 27 |
|
|
2020
Q3 | $699K | Buy |
3,324
+16
| +0.5% | +$3.37K | 0.49% | 24 |
|
|
2020
Q2 | $673K | Buy |
3,308
+173
| +6% | +$35.2K | 0.53% | 23 |
|
|
2020
Q1 | $494K | Buy |
+3,135
| New | +$494K | 0.49% | 32 |
|