I
INVST’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.68M | Sell |
12,465
-2,538
| -17% | -$953K | 0.64% | 37 |
|
|
2024
Q4 | $6.32M | Buy |
15,003
+403
| +3% | +$170K | 0.77% | 37 |
|
|
2024
Q3 | $6.28M | Sell |
14,600
-778
| -5% | -$335K | 0.76% | 34 |
|
|
2024
Q2 | $7.02M | Buy |
15,378
+1,920
| +14% | +$877K | 0.77% | 34 |
|
|
2024
Q1 | $5.71M | Sell |
13,458
-598
| -4% | -$254K | 0.68% | 36 |
|
|
2023
Q4 | $5.7M | Sell |
14,056
-91
| -0.6% | -$36.9K | 0.73% | 35 |
|
|
2023
Q3 | $4.47M | Buy |
14,147
+1,089
| +8% | +$344K | 0.65% | 34 |
|
|
2023
Q2 | $4.45M | Buy |
13,058
+256
| +2% | +$87.2K | 0.64% | 33 |
|
|
2023
Q1 | $3.9M | Sell |
12,802
-3,993
| -24% | -$1.22M | 0.6% | 33 |
|
|
2022
Q4 | $4.16M | Buy |
16,795
+748
| +5% | +$185K | 0.65% | 31 |
|
|
2022
Q3 | $3.68M | Buy |
16,047
+551
| +4% | +$126K | 0.63% | 32 |
|
|
2022
Q2 | $4.48M | Sell |
15,496
-211
| -1% | -$61K | 0.69% | 33 |
|
|
2022
Q1 | $4.16M | Buy |
15,707
+240
| +2% | +$63.5K | 0.68% | 31 |
|
|
2021
Q4 | $4.34M | Buy |
15,467
+264
| +2% | +$74K | 0.68% | 33 |
|
|
2021
Q3 | $4.29M | Buy |
15,203
+1,041
| +7% | +$293K | 0.68% | 34 |
|
|
2021
Q2 | $3.98M | Sell |
14,162
-110
| -0.8% | -$30.9K | 0.65% | 35 |
|
|
2021
Q1 | $3.6M | Buy |
14,272
+682
| +5% | +$172K | 0.62% | 36 |
|
|
2020
Q4 | $3.02M | Buy |
13,590
+2,057
| +18% | +$458K | 0.55% | 40 |
|
|
2020
Q3 | $2.45M | Buy |
11,533
+438
| +4% | +$93K | 0.57% | 41 |
|
|
2020
Q2 | $2.27M | Buy |
11,095
+1,306
| +13% | +$267K | 0.67% | 41 |
|
|
2020
Q1 | $1.49M | Buy |
9,789
+3,431
| +54% | +$522K | 0.62% | 39 |
|
|
2019
Q4 | $1M | Sell |
6,358
-153
| -2% | -$24.1K | 0.38% | 44 |
|
|
2019
Q3 | $892K | Buy |
6,511
+53
| +0.8% | +$7.26K | 0.4% | 39 |
|
|
2019
Q2 | $876K | Buy |
6,458
+126
| +2% | +$17.1K | 0.45% | 31 |
|
|
2019
Q1 | $754K | Buy |
6,332
+142
| +2% | +$16.9K | 0.38% | 29 |
|
|
2018
Q4 | $629K | Buy |
6,190
+945
| +18% | +$96K | 0.35% | 26 |
|
|
2018
Q3 | $606K | Sell |
5,245
-49
| -0.9% | -$5.66K | 0.31% | 31 |
|
|
2018
Q2 | $522K | Buy |
5,294
+552
| +12% | +$54.4K | 0.3% | 34 |
|
|
2018
Q1 | $420K | Buy |
4,742
+246
| +5% | +$21.8K | 0.27% | 30 |
|
|
2017
Q4 | $385K | Buy |
4,496
+499
| +12% | +$42.7K | 0.28% | 28 |
|
|
2017
Q3 | $298K | Buy |
+3,997
| New | +$298K | 0.26% | 28 |
|