IAA
Independent Advisor Alliance’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157M | Sell |
315,162
-8,356
| -3% | -$4.16M | 4.52% | 4 |
|
|
2025
Q1 | $121M | Sell |
323,518
-2,493
| -0.8% | -$936K | 4.01% | 4 |
|
|
2024
Q4 | $137M | Buy |
326,011
+25,572
| +9% | +$10.8M | 1.82% | 7 |
|
|
2024
Q3 | $129M | Sell |
300,439
-19,279
| -6% | -$8.3M | 4.71% | 4 |
|
|
2024
Q2 | $143M | Buy |
319,718
+7,743
| +2% | +$3.46M | 4.89% | 3 |
|
|
2024
Q1 | $131M | Buy |
311,975
+1,398
| +0.5% | +$588K | 4.74% | 2 |
|
|
2023
Q4 | $117M | Buy |
310,577
+5,285
| +2% | +$1.99M | 4.21% | 4 |
|
|
2023
Q3 | $96.4M | Buy |
305,292
+2,278
| +0.8% | +$719K | 4.36% | 2 |
|
|
2023
Q2 | $103M | Buy |
303,014
+9,807
| +3% | +$3.34M | 4.55% | 2 |
|
|
2023
Q1 | $84.5M | Sell |
293,207
-6,818
| -2% | -$1.97M | 4.08% | 2 |
|
|
2022
Q4 | $2.6M | Sell |
300,025
-4,776
| -2% | -$41.4K | 0.89% | 19 |
|
|
2022
Q3 | $71M | Sell |
304,801
-21,574
| -7% | -$5.02M | 4.14% | 2 |
|
|
2022
Q2 | $83.8M | Sell |
326,375
-1,998
| -0.6% | -$513K | 4.68% | 2 |
|
|
2022
Q1 | $101M | Buy |
328,373
+9,657
| +3% | +$2.98M | 4.87% | 2 |
|
|
2021
Q4 | $107M | Buy |
318,716
+23,730
| +8% | +$7.98M | 5.29% | 2 |
|
|
2021
Q3 | $83.2M | Sell |
294,986
-7,379
| -2% | -$2.08M | 4.62% | 3 |
|
|
2021
Q2 | $81.9M | Sell |
302,365
-1,365
| -0.4% | -$370K | 4.49% | 3 |
|
|
2021
Q1 | $71.6M | Buy |
303,730
+13,349
| +5% | +$3.15M | 4.25% | 3 |
|
|
2020
Q4 | $64.6M | Buy |
290,381
+24,425
| +9% | +$5.43M | 4.38% | 3 |
|
|
2020
Q3 | $55.9M | Buy |
265,956
+9,363
| +4% | +$1.97M | 4.24% | 3 |
|
|
2020
Q2 | $52.3M | Buy |
256,593
+9,623
| +4% | +$1.96M | 5.6% | 3 |
|
|
2020
Q1 | $39M | Buy |
246,970
+26,804
| +12% | +$4.23M | 5.67% | 3 |
|
|
2019
Q4 | $34.7M | Sell |
220,166
-2,358
| -1% | -$372K | 1.51% | 8 |
|
|
2019
Q3 | $31M | Buy |
222,524
+6,795
| +3% | +$946K | 3.78% | 3 |
|
|
2019
Q2 | $27.5M | Buy |
215,729
+21,391
| +11% | +$2.73M | 3.98% | 3 |
|
|
2019
Q1 | $22.9M | Sell |
194,338
-160
| -0.1% | -$18.9K | 3.22% | 3 |
|
|
2018
Q4 | $19.8M | Buy |
194,498
+194,493
| +3,889,860% | +$19.8M | 3.5% | 3 |
|
|
2018
Q3 | $0 | Sell |
5
-130,677
| -100% | – | ﹤0.01% | 383 |
|
|
2018
Q2 | $12.9M | Buy |
130,682
+13,396
| +11% | +$1.32M | 2.68% | 1 |
|
|
2018
Q1 | $10.4M | Buy |
117,286
+14,098
| +14% | +$1.25M | 2.31% | 1 |
|
|
2017
Q4 | $9.11M | Buy |
103,188
+7,430
| +8% | +$656K | 2.03% | 4 |
|
|
2017
Q3 | $7.31M | Buy |
95,758
+16,361
| +21% | +$1.25M | 2.01% | 5 |
|
|
2017
Q2 | $5.56M | Buy |
79,397
+18,468
| +30% | +$1.29M | 1.77% | 9 |
|
|
2017
Q1 | $4M | Buy |
60,929
+12,966
| +27% | +$850K | 0.63% | 42 |
|
|
2016
Q4 | $3.01M | Buy |
+47,963
| New | +$3.01M | 1.29% | 19 |
|