IPAM
Investment Partners Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Buy |
12,714
+119
| +0.9% | +$59.2K | 4.4% | 2 |
|
|
2025
Q1 | $4.73M | Sell |
12,595
-150
| -1% | -$56.3K | 3.71% | 3 |
|
|
2024
Q4 | $5.37M | Buy |
12,745
+245
| +2% | +$103K | 4.22% | 2 |
|
|
2024
Q3 | $5.38M | Sell |
12,500
-133
| -1% | -$57.2K | 4.41% | 2 |
|
|
2024
Q2 | $5.65M | Sell |
12,633
-62
| -0.5% | -$27.7K | 5.03% | 2 |
|
|
2024
Q1 | $5.34M | Sell |
12,695
-269
| -2% | -$113K | 4.82% | 2 |
|
|
2023
Q4 | $4.87M | Buy |
+12,964
| New | +$4.87M | 4.85% | 2 |
|