IAS
Investment Advisory Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Sell |
38,634
-1,021
| -3% | -$508K | 6.41% | 3 |
|
|
2025
Q1 | $14.9M | Sell |
39,655
-5,368
| -12% | -$2.02M | 5.38% | 4 |
|
|
2024
Q4 | $19M | Sell |
45,023
-3,815
| -8% | -$1.61M | 6.69% | 3 |
|
|
2024
Q3 | $21M | Sell |
48,838
-5,581
| -10% | -$2.4M | 7.42% | 3 |
|
|
2024
Q2 | $24.3M | Sell |
54,419
-2,366
| -4% | -$1.06M | 8.91% | 2 |
|
|
2024
Q1 | $23.9M | Sell |
56,785
-957
| -2% | -$403K | 8.77% | 2 |
|
|
2023
Q4 | $21.7M | Sell |
57,742
-10
| -0% | -$3.76K | 8.57% | 2 |
|
|
2023
Q3 | $18.2M | Buy |
57,752
+200
| +0.3% | +$63.2K | 7.85% | 2 |
|
|
2023
Q2 | $19.6M | Buy |
57,552
+338
| +0.6% | +$115K | 8.27% | 2 |
|
|
2023
Q1 | $16.5M | Sell |
57,214
-544
| -0.9% | -$157K | 8.12% | 2 |
|
|
2022
Q4 | $13.9M | Buy |
57,758
+469
| +0.8% | +$113K | 7.13% | 3 |
|
|
2022
Q3 | $13.3M | Sell |
57,289
-197
| -0.3% | -$45.9K | 7.97% | 2 |
|
|
2022
Q2 | $14.8M | Buy |
57,486
+1,240
| +2% | +$318K | 8.53% | 2 |
|
|
2022
Q1 | $17.3M | Sell |
56,246
-59
| -0.1% | -$18.2K | 9.67% | 2 |
|
|
2021
Q4 | $18.9M | Sell |
56,305
-1,869
| -3% | -$629K | 10.34% | 2 |
|
|
2021
Q3 | $16.4M | Buy |
58,174
+69
| +0.1% | +$19.5K | 10.04% | 2 |
|
|
2021
Q2 | $15.7M | Buy |
+58,105
| New | +$15.7M | 9.72% | 2 |
|
|
2020
Q4 | $13.3M | Sell |
59,883
-255
| -0.4% | -$56.7K | 9.32% | 2 |
|
|
2020
Q3 | $12.6M | Sell |
60,138
-545
| -0.9% | -$115K | 9.99% | 2 |
|
|
2020
Q2 | $12.3M | Buy |
60,683
+482
| +0.8% | +$98.1K | 10.55% | 2 |
|
|
2020
Q1 | $9.49M | Sell |
60,201
-134
| -0.2% | -$21.1K | 10.17% | 2 |
|
|
2019
Q4 | $9.59M | Buy |
+60,335
| New | +$9.59M | 8.63% | 2 |
|