IAP
Indie Asset Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
8,074
-909
| -10% | -$452K | 7.31% | 3 |
|
|
2025
Q1 | $3.37M | Buy |
8,983
+297
| +3% | +$111K | 2.92% | 3 |
|
|
2024
Q4 | $3.66M | Sell |
8,686
-1,326
| -13% | -$559K | 2.88% | 3 |
|
|
2024
Q3 | $4.31M | Buy |
10,012
+516
| +5% | +$222K | 3.23% | 3 |
|
|
2024
Q2 | $4.24M | Buy |
9,496
+283
| +3% | +$126K | 3.38% | 3 |
|
|
2024
Q1 | $3.88M | Buy |
9,213
+173
| +2% | +$72.8K | 3.45% | 3 |
|
|
2023
Q4 | $3.4M | Sell |
9,040
-48
| -0.5% | -$18.1K | 3.07% | 5 |
|
|
2023
Q3 | $2.87M | Buy |
9,088
+3,349
| +58% | +$1.06M | 2.89% | 5 |
|
|
2023
Q2 | $1.95M | Sell |
5,739
-24
| -0.4% | -$8.17K | 2.13% | 7 |
|
|
2023
Q1 | $1.66M | Hold |
5,763
| – | – | 1.94% | 6 |
|
|
2022
Q4 | $1.38M | Hold |
5,763
| – | – | 1.51% | 8 |
|
|
2022
Q3 | $1.34M | Sell |
5,763
-30
| -0.5% | -$6.99K | 1.38% | 10 |
|
|
2022
Q2 | $1.49M | Sell |
5,793
-66
| -1% | -$17K | 1.31% | 10 |
|
|
2022
Q1 | $1.81M | Buy |
5,859
+69
| +1% | +$21.3K | 1.36% | 11 |
|
|
2021
Q4 | $1.95M | Sell |
5,790
-3,259
| -36% | -$1.1M | 1.41% | 11 |
|
|
2021
Q3 | $2.55M | Buy |
9,049
+3,184
| +54% | +$898K | 2.07% | 8 |
|
|
2021
Q2 | $1.59M | Sell |
5,865
-137
| -2% | -$37.1K | 1.29% | 11 |
|
|
2021
Q1 | $1.42M | Sell |
6,002
-764
| -11% | -$180K | 1.61% | 11 |
|
|
2020
Q4 | $1.51M | Sell |
6,766
-5,250
| -44% | -$1.17M | 1.75% | 11 |
|
|
2020
Q3 | $2.53M | Buy |
12,016
+261
| +2% | +$54.9K | 3.17% | 5 |
|
|
2020
Q2 | $2.45M | Sell |
11,755
-48
| -0.4% | -$10K | 3.07% | 7 |
|
|
2020
Q1 | $1.86M | Buy |
11,803
+592
| +5% | +$93.3K | 2.32% | 11 |
|
|
2019
Q4 | $1.77M | Buy |
+11,211
| New | +$1.77M | 1.88% | 13 |
|