IA
IFP Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.6M | Sell |
101,739
-1,924
| -2% | -$958K | 1.44% | 4 |
|
|
2025
Q1 | $38.9M | Buy |
103,663
+11,712
| +13% | +$4.4M | 1.2% | 6 |
|
|
2024
Q4 | $38.8M | Buy |
91,951
+14,637
| +19% | +$6.17M | 1.27% | 6 |
|
|
2024
Q3 | $33.3M | Buy |
77,314
+9,118
| +13% | +$3.92M | 1.2% | 6 |
|
|
2024
Q2 | $30.5M | Buy |
68,196
+5,291
| +8% | +$2.37M | 1.21% | 6 |
|
|
2024
Q1 | $26.5M | Buy |
62,905
+4,991
| +9% | +$2.1M | 1.16% | 7 |
|
|
2023
Q4 | $21.8M | Sell |
57,914
-7,139
| -11% | -$2.68M | 1.03% | 10 |
|
|
2023
Q3 | $20.5M | Sell |
65,053
-9,777
| -13% | -$3.09M | 0.92% | 10 |
|
|
2023
Q2 | $25.5M | Sell |
74,830
-12,304
| -14% | -$4.19M | 1.07% | 9 |
|
|
2023
Q1 | $2.78M | Sell |
87,134
-71,843
| -45% | -$2.29M | 0.12% | 175 |
|
|
2022
Q4 | $5.72M | Sell |
158,977
-5,632
| -3% | -$203K | 0.15% | 122 |
|
|
2022
Q3 | $5.97M | Buy |
164,609
+11,983
| +8% | +$435K | 0.16% | 133 |
|
|
2022
Q2 | $5.54M | Hold |
152,626
| – | – | 0.18% | 124 |
|
|
2022
Q1 | $5.54M | Buy |
152,626
+65,756
| +76% | +$2.39M | 0.18% | 124 |
|
|
2021
Q4 | $29.2M | Buy |
86,870
+846
| +1% | +$285K | 0.57% | 20 |
|
|
2021
Q3 | $24.3M | Buy |
86,024
+5,823
| +7% | +$1.64M | 0.49% | 21 |
|
|
2021
Q2 | $21.7M | Buy |
80,201
+3,018
| +4% | +$817K | 0.45% | 22 |
|
|
2021
Q1 | $18.2M | Sell |
77,183
-232
| -0.3% | -$54.7K | 0.35% | 24 |
|
|
2020
Q4 | $17.2M | Buy |
77,415
+2,857
| +4% | +$635K | 0.7% | 16 |
|
|
2020
Q3 | $15.7M | Buy |
74,558
+1,317
| +2% | +$277K | 0.94% | 12 |
|
|
2020
Q2 | $14.6M | Buy |
73,241
+4,339
| +6% | +$863K | 1.15% | 10 |
|
|
2020
Q1 | $10.8M | Buy |
68,902
+9,639
| +16% | +$1.5M | 1.08% | 12 |
|
|
2019
Q4 | $9.42M | Sell |
59,263
-13,019
| -18% | -$2.07M | 0.71% | 21 |
|
|
2019
Q3 | $9.97M | Buy |
+72,282
| New | +$9.97M | 0.67% | 19 |
|
|
2019
Q1 | $3.32M | Sell |
28,147
-92,345
| -77% | -$10.9M | 0.45% | 36 |
|
|
2018
Q4 | $12.1M | Sell |
120,492
-42,577
| -26% | -$4.27M | 0.74% | 11 |
|
|
2018
Q3 | $18.7M | Buy |
163,069
+3,971
| +2% | +$454K | 0.76% | 13 |
|
|
2018
Q2 | $15.7M | Sell |
159,098
-6,444
| -4% | -$635K | 0.66% | 14 |
|
|
2018
Q1 | $14.2M | Hold |
165,542
| – | – | 0.64% | 19 |
|
|
2017
Q4 | $14.2M | Sell |
165,542
-69,171
| -29% | -$5.92M | 0.64% | 19 |
|
|
2017
Q3 | $17.5M | Sell |
234,713
-3,445
| -1% | -$257K | 0.69% | 18 |
|
|
2017
Q2 | $16.4M | Buy |
238,158
+5,275
| +2% | +$364K | 0.7% | 17 |
|
|
2017
Q1 | $15.3M | Sell |
232,883
-1,267
| -0.5% | -$83.4K | 0.67% | 18 |
|
|
2016
Q4 | $14.6M | Buy |
234,150
+40,048
| +21% | +$2.49M | 0.7% | 18 |
|
|
2016
Q3 | $11.2M | Sell |
194,102
-14,674
| -7% | -$845K | 0.58% | 24 |
|
|
2016
Q2 | $10.7M | Buy |
208,776
+180,629
| +642% | +$9.24M | 0.6% | 21 |
|
|
2016
Q1 | $3.32M | Sell |
28,147
-168,094
| -86% | -$19.8M | 0.45% | 36 |
|
|
2015
Q4 | $10.9M | Buy |
+196,241
| New | +$10.9M | 0.73% | 15 |
|