IWS
Insight Wealth Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Buy |
15,716
+3,068
| +24% | +$1.51M | 0.98% | 27 |
|
|
2025
Q1 | $4.75M | Buy |
12,648
+89
| +0.7% | +$33.4K | 0.64% | 35 |
|
|
2024
Q4 | $5.29M | Buy |
12,559
+752
| +6% | +$317K | 0.71% | 36 |
|
|
2024
Q3 | $5.08M | Buy |
11,807
+81
| +0.7% | +$34.9K | 0.67% | 37 |
|
|
2024
Q2 | $5.24M | Buy |
11,726
+84
| +0.7% | +$37.5K | 0.75% | 30 |
|
|
2024
Q1 | $4.9M | Sell |
11,642
-1,699
| -13% | -$715K | 0.72% | 31 |
|
|
2023
Q4 | $5.02M | Sell |
13,341
-1,028
| -7% | -$387K | 0.81% | 27 |
|
|
2023
Q3 | $4.54M | Buy |
14,369
+524
| +4% | +$165K | 0.88% | 24 |
|
|
2023
Q2 | $4.71M | Sell |
13,845
-443
| -3% | -$151K | 0.9% | 22 |
|
|
2023
Q1 | $4.12M | Sell |
14,288
-28,734
| -67% | -$8.28M | 0.81% | 22 |
|
|
2022
Q4 | $10.3M | Buy |
43,022
+768
| +2% | +$184K | 1.99% | 17 |
|
|
2022
Q3 | $10.9M | Hold |
42,254
| – | – | 2.02% | 17 |
|
|
2022
Q2 | $10.9M | Sell |
42,254
-54
| -0.1% | -$13.9K | 2.02% | 17 |
|
|
2022
Q1 | $13M | Buy |
42,308
+2,765
| +7% | +$852K | 1.92% | 19 |
|
|
2021
Q4 | $13.3M | Sell |
39,543
-2,769
| -7% | -$931K | 1.9% | 20 |
|
|
2021
Q3 | $11.9M | Sell |
42,312
-57
| -0.1% | -$16.1K | 1.68% | 21 |
|
|
2021
Q2 | $11.5M | Sell |
42,369
-9,619
| -19% | -$2.61M | 1.63% | 21 |
|
|
2021
Q1 | $12.3M | Buy |
51,988
+10,482
| +25% | +$2.47M | 1.64% | 21 |
|
|
2020
Q4 | $9.23M | Buy |
41,506
+3,278
| +9% | +$729K | 1.57% | 20 |
|
|
2020
Q3 | $8.04M | Buy |
38,228
+10,123
| +36% | +$2.13M | 1.49% | 20 |
|
|
2020
Q2 | $5.72M | Sell |
28,105
-364
| -1% | -$74.1K | 1.27% | 20 |
|
|
2020
Q1 | $4.49M | Sell |
28,469
-44,749
| -61% | -$7.06M | 1.19% | 20 |
|
|
2019
Q4 | $11.5M | Sell |
73,218
-322
| -0.4% | -$50.8K | 2.44% | 12 |
|
|
2019
Q3 | $10.2M | Buy |
73,540
+11,564
| +19% | +$1.61M | 2.4% | 12 |
|
|
2019
Q2 | $8.3M | Buy |
61,976
+11,075
| +22% | +$1.48M | 2.03% | 14 |
|
|
2019
Q1 | $6M | Buy |
50,901
+2,374
| +5% | +$280K | 1.68% | 14 |
|
|
2018
Q4 | $4.93M | Buy |
+48,527
| New | +$4.93M | 1.51% | 15 |
|