JFA
JNBA Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
26,069
-92
| -0.4% | -$45.8K | 1.25% | 20 |
|
|
2025
Q1 | $9.82M | Buy |
26,161
+188
| +0.7% | +$70.6K | 1.02% | 20 |
|
|
2024
Q4 | $10.9M | Buy |
25,973
+14
| +0.1% | +$5.9K | 1.12% | 19 |
|
|
2024
Q3 | $11.2M | Sell |
25,959
-587
| -2% | -$253K | 1.13% | 18 |
|
|
2024
Q2 | $11.9M | Sell |
26,546
-425
| -2% | -$190K | 1.25% | 19 |
|
|
2024
Q1 | $11.3M | Sell |
26,971
-545
| -2% | -$229K | 1.19% | 24 |
|
|
2023
Q4 | $10.3M | Buy |
27,516
+994
| +4% | +$374K | 1.18% | 27 |
|
|
2023
Q3 | $8.37M | Sell |
26,522
-311
| -1% | -$98.2K | 1.05% | 29 |
|
|
2023
Q2 | $9.14M | Sell |
26,833
-457
| -2% | -$156K | 1.1% | 27 |
|
|
2023
Q1 | $7.87M | Sell |
27,290
-33
| -0.1% | -$9.51K | 1.02% | 28 |
|
|
2022
Q4 | $6.55M | Sell |
27,323
-1,717
| -6% | -$412K | 0.91% | 30 |
|
|
2022
Q3 | $6.76M | Sell |
29,040
-667
| -2% | -$155K | 1.04% | 29 |
|
|
2022
Q2 | $7.63M | Sell |
29,707
-559
| -2% | -$144K | 1.16% | 25 |
|
|
2022
Q1 | $9.33M | Sell |
30,266
-2,531
| -8% | -$780K | 1.24% | 24 |
|
|
2021
Q4 | $11M | Buy |
32,797
+302
| +0.9% | +$102K | 1.35% | 22 |
|
|
2021
Q3 | $9.16M | Sell |
32,495
-108
| -0.3% | -$30.4K | 1.23% | 25 |
|
|
2021
Q2 | $8.83M | Sell |
32,603
-100
| -0.3% | -$27.1K | 1.2% | 26 |
|
|
2021
Q1 | $7.71M | Sell |
32,703
-1,285
| -4% | -$303K | 1.12% | 27 |
|
|
2020
Q4 | $7.56M | Sell |
33,988
-1,580
| -4% | -$351K | 1.24% | 24 |
|
|
2020
Q3 | $7.48M | Buy |
35,568
+825
| +2% | +$174K | 1.51% | 19 |
|
|
2020
Q2 | $7.07M | Sell |
34,743
-1,157
| -3% | -$235K | 1.52% | 19 |
|
|
2020
Q1 | $5.66M | Sell |
35,900
-139
| -0.4% | -$21.9K | 1.36% | 21 |
|
|
2019
Q4 | $5.68M | Sell |
36,039
-590
| -2% | -$93K | 1.08% | 26 |
|
|
2019
Q3 | $5.09M | Sell |
36,629
-641
| -2% | -$89.1K | 1.04% | 25 |
|
|
2019
Q2 | $4.99M | Buy |
37,270
+1,440
| +4% | +$193K | 1.02% | 21 |
|
|
2019
Q1 | $4.23M | Buy |
35,830
+3,283
| +10% | +$387K | 0.91% | 22 |
|
|
2018
Q4 | $3.31M | Sell |
32,547
-37,647
| -54% | -$3.82M | 0.75% | 28 |
|
|
2018
Q3 | $8.03M | Buy |
70,194
+35,343
| +101% | +$4.04M | 3.6% | 1 |
|
|
2018
Q2 | $3.44M | Sell |
34,851
-214
| -0.6% | -$21.1K | 0.73% | 25 |
|
|
2018
Q1 | $3.2M | Buy |
35,065
+678
| +2% | +$61.9K | 0.69% | 25 |
|
|
2017
Q4 | $2.94M | Sell |
34,387
-828
| -2% | -$70.8K | 0.62% | 25 |
|
|
2017
Q3 | $2.62M | Buy |
35,215
+496
| +1% | +$36.9K | 0.59% | 25 |
|
|
2017
Q2 | $2.39M | Hold |
34,719
| – | – | 0.54% | 25 |
|
|
2017
Q1 | $2.29M | Buy |
34,719
+91
| +0.3% | +$5.99K | 0.54% | 25 |
|
|
2016
Q4 | $2.15M | Buy |
34,628
+5,412
| +19% | +$336K | 0.52% | 25 |
|
|
2016
Q3 | $1.68M | Sell |
29,216
-5,858
| -17% | -$337K | 0.25% | 36 |
|
|
2016
Q2 | $1.8M | Buy |
35,074
+6,300
| +22% | +$322K | 0.5% | 26 |
|
|
2016
Q1 | $1.59M | Sell |
28,774
-1,287
| -4% | -$71.1K | 0.57% | 23 |
|
|
2015
Q4 | $1.67M | Sell |
30,061
-493
| -2% | -$27.4K | 0.64% | 23 |
|
|
2015
Q3 | $1.35M | Buy |
30,554
+2,745
| +10% | +$121K | 0.58% | 21 |
|
|
2015
Q2 | $1.23M | Sell |
27,809
-378
| -1% | -$16.7K | 0.47% | 27 |
|
|
2015
Q1 | $1.15M | Sell |
28,187
-933
| -3% | -$37.9K | 0.44% | 28 |
|
|
2014
Q4 | $1.35M | Sell |
29,120
-480
| -2% | -$22.3K | 0.55% | 25 |
|
|
2014
Q3 | $1.37M | Buy |
29,600
+690
| +2% | +$32K | 0.62% | 24 |
|
|
2014
Q2 | $1.21M | Buy |
28,910
+2,538
| +10% | +$106K | 0.58% | 28 |
|
|
2014
Q1 | $1.08M | Sell |
26,372
-1,640
| -6% | -$67.2K | 0.57% | 27 |
|
|
2013
Q4 | $1.05M | Sell |
28,012
-41
| -0.1% | -$1.53K | 0.57% | 26 |
|
|
2013
Q3 | $934K | Hold |
28,053
| – | – | 0.58% | 29 |
|
|
2013
Q2 | $969K | Buy |
+28,053
| New | +$969K | 0.67% | 29 |
|