IFS
Intelligent Financial Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Hold |
4,897
| – | – | 1.29% | 12 |
|
|
2025
Q1 | $1.84M | Sell |
4,897
-808
| -14% | -$303K | 0.96% | 16 |
|
|
2024
Q4 | $2.4M | Sell |
5,705
-22
| -0.4% | -$9.27K | 1.33% | 13 |
|
|
2024
Q3 | $2.46M | Hold |
5,727
| – | – | 1.36% | 11 |
|
|
2024
Q2 | $2.56M | Hold |
5,727
| – | – | 1.58% | 9 |
|
|
2024
Q1 | $2.41M | Hold |
5,727
| – | – | 1.49% | 11 |
|
|
2023
Q4 | $2.15M | Sell |
5,727
-210
| -4% | -$79K | 1.51% | 13 |
|
|
2023
Q3 | $1.87M | Buy |
5,937
+1
| +0% | +$316 | 1.39% | 12 |
|
|
2023
Q2 | $2.02M | Buy |
5,936
+1
| +0% | +$341 | 1.47% | 12 |
|
|
2023
Q1 | $1.71M | Sell |
5,935
-152
| -2% | -$43.8K | 1.34% | 13 |
|
|
2022
Q4 | $1.46M | Buy |
6,087
+579
| +11% | +$139K | 1.23% | 15 |
|
|
2022
Q3 | $1.28M | Buy |
5,508
+2
| +0% | +$466 | 1.35% | 17 |
|
|
2022
Q2 | $1.41M | Sell |
5,506
-737
| -12% | -$189K | 1.44% | 17 |
|
|
2022
Q1 | $1.93M | Sell |
6,243
-1,533
| -20% | -$473K | 1.88% | 12 |
|
|
2021
Q4 | $2.62M | Buy |
+7,776
| New | +$2.62M | 2.35% | 10 |
|