IA
IFS Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3K | Sell |
56
-94
| -63% | -$47.5K | 0.02% | 48 |
|
|
2025
Q1 | $56.6K | Buy |
150
+50
| +50% | +$18.9K | 0.05% | 44 |
|
|
2024
Q4 | $42.5K | Buy |
100
+35
| +54% | +$14.9K | 0.03% | 47 |
|
|
2024
Q3 | $28.3K | Hold |
65
| – | – | 0.02% | 37 |
|
|
2024
Q2 | $29.4K | Hold |
65
| – | – | 0.02% | 35 |
|
|
2024
Q1 | $27.6K | Hold |
65
| – | – | 0.02% | 37 |
|
|
2023
Q4 | $24.7K | Hold |
65
| – | – | 0.03% | 34 |
|
|
2023
Q3 | $20.7K | Hold |
65
| – | – | 0.04% | 37 |
|
|
2023
Q2 | $22.4K | Hold |
65
| – | – | 0.06% | 34 |
|
|
2023
Q1 | $18.9K | Hold |
65
| – | – | 0.08% | 33 |
|
|
2022
Q4 | $15.7K | Hold |
65
| – | – | 0.03% | 42 |
|
|
2022
Q3 | $15K | Hold |
65
| – | – | 0.03% | 37 |
|
|
2022
Q2 | $16K | Hold |
65
| – | – | 0.04% | 35 |
|
|
2022
Q1 | $20K | Hold |
65
| – | – | 0.02% | 38 |
|
|
2021
Q4 | $21K | Buy |
+65
| New | +$21K | 0.01% | 51 |
|
|
2021
Q1 | – | Sell |
-87
| Closed | -$19K | – | 104 |
|
|
2020
Q4 | $19K | Buy |
+87
| New | +$19K | 0.01% | 73 |
|