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Iron Gate Global Advisors’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$57.5M Buy
115,580
+4,732
+4% +$2.35M 6.41% 7
2025
Q1
$41.6M Buy
110,848
+3,674
+3% +$1.38M 5.74% 6
2024
Q4
$45.2M Buy
107,174
+1,074
+1% +$453K 6.37% 6
2024
Q3
$45.7M Buy
106,100
+3,349
+3% +$1.44M 7.06% 5
2024
Q2
$45.9M Buy
102,751
+694
+0.7% +$310K 7.57% 5
2024
Q1
$43.3M Sell
102,057
-1,026
-1% -$436K 7.7% 5
2023
Q4
$38.8M Sell
103,083
-1,714
-2% -$645K 7.66% 4
2023
Q3
$32.9M Sell
104,797
-1,467
-1% -$460K 7.39% 4
2023
Q2
$36.2M Buy
106,264
+35
+0% +$11.9K 7.82% 4
2023
Q1
$30.6M Buy
106,229
+1,352
+1% +$390K 7.55% 4
2022
Q4
$25.2M Buy
104,877
+1,865
+2% +$447K 6.88% 3
2022
Q3
$24.1M Buy
103,012
+6,069
+6% +$1.42M 6.73% 4
2022
Q2
$24.9M Buy
96,943
+5,752
+6% +$1.48M 6.86% 5
2022
Q1
$28.2M Buy
91,191
+6,800
+8% +$2.11M 6.45% 4
2021
Q4
$27.7M Buy
84,391
+4,612
+6% +$1.51M 6.49% 5
2021
Q3
$22.5M Buy
79,779
+3,963
+5% +$1.12M 6.1% 6
2021
Q2
$20.5M Buy
75,816
+11,891
+19% +$3.22M 5.77% 8
2021
Q1
$15.1M Buy
63,925
+24,493
+62% +$5.77M 4.81% 8
2020
Q4
$8.77M Buy
39,432
+663
+2% +$147K 3.24% 10
2020
Q3
$8.15M Buy
38,769
+3,584
+10% +$754K 3.44% 10
2020
Q2
$7.44M Buy
35,185
+15,370
+78% +$3.25M 3.61% 10
2020
Q1
$3.13M Buy
19,815
+9,952
+101% +$1.57M 2.12% 13
2019
Q4
$1.56M Sell
9,863
-972
-9% -$153K 0.89% 20
2019
Q3
$1.51M Buy
10,835
+275
+3% +$38.2K 0.91% 22
2019
Q2
$1.41M Sell
10,560
-147
-1% -$19.7K 0.94% 22
2019
Q1
$1.26M Buy
10,707
+523
+5% +$61.7K 0.51% 23
2018
Q4
$1.03M Buy
10,184
+2
+0% +$203 0.77% 24
2018
Q3
$1.17M Buy
10,182
+3,934
+63% +$450K 0.76% 22
2018
Q2
$616K Buy
6,248
+3
+0% +$296 0.45% 26
2018
Q1
$570K Buy
6,245
+1,933
+45% +$176K 0.43% 28
2017
Q4
$369K Sell
4,312
-1,775
-29% -$152K 0.31% 34
2017
Q3
$453K Buy
6,087
+1,795
+42% +$134K 0.42% 31
2017
Q2
$296K Buy
+4,292
New +$296K 0.33% 32