Investment Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Buy |
11,745
+445
| +4% | +$221K | 1.77% | 12 |
|
|
2025
Q1 | $4.24M | Sell |
11,300
-1,664
| -13% | -$625K | 1.42% | 17 |
|
|
2024
Q4 | $5.46M | Buy |
12,964
+583
| +5% | +$246K | 1.83% | 13 |
|
|
2024
Q3 | $5.33M | Buy |
12,381
+322
| +3% | +$139K | 1.85% | 14 |
|
|
2024
Q2 | $5.39M | Buy |
12,059
+787
| +7% | +$352K | 2.08% | 12 |
|
|
2024
Q1 | $4.74M | Buy |
11,272
+253
| +2% | +$106K | 1.96% | 13 |
|
|
2023
Q4 | $4.14M | Sell |
11,019
-27
| -0.2% | -$10.2K | 1.9% | 14 |
|
|
2023
Q3 | $3.49M | Buy |
11,046
+162
| +1% | +$51.2K | 1.81% | 15 |
|
|
2023
Q2 | $3.7M | Buy |
10,884
+1,097
| +11% | +$373K | 1.9% | 14 |
|
|
2023
Q1 | $2.82M | Buy |
9,787
+157
| +2% | +$45.3K | 1.62% | 18 |
|
|
2022
Q4 | $2.31M | Buy |
9,630
+262
| +3% | +$62.8K | 1.42% | 18 |
|
|
2022
Q3 | $2.18M | Buy |
9,368
+73
| +0.8% | +$17K | 1.51% | 18 |
|
|
2022
Q2 | $2.39M | Buy |
9,295
+996
| +12% | +$256K | 1.63% | 17 |
|
|
2022
Q1 | $2.56M | Buy |
8,299
+415
| +5% | +$128K | 1.55% | 17 |
|
|
2021
Q4 | $2.38M | Buy |
+7,884
| New | +$2.38M | 1.53% | 18 |
|