JAG
Journey Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.8M | Buy |
92,009
+1,158
| +1% | +$576K | 3.56% | 2 |
|
|
2025
Q1 | $34.1M | Buy |
90,851
+8,194
| +10% | +$3.08M | 2.79% | 5 |
|
|
2024
Q4 | $36.9M | Hold |
82,657
| – | – | 4.42% | 2 |
|
|
2024
Q3 | $36.9M | Sell |
82,657
-326
| -0.4% | -$146K | 4.42% | 2 |
|
|
2024
Q2 | $37.1M | Buy |
82,983
+437
| +0.5% | +$195K | 4.43% | 2 |
|
|
2024
Q1 | $34.7M | Buy |
82,546
+176
| +0.2% | +$74K | 4.28% | 2 |
|
|
2023
Q4 | $31M | Sell |
82,370
-624
| -0.8% | -$235K | 4.21% | 3 |
|
|
2023
Q3 | $26.2M | Buy |
82,994
+1,388
| +2% | +$438K | 3.91% | 3 |
|
|
2023
Q2 | $27.8M | Sell |
81,606
-5,657
| -6% | -$1.93M | 4.13% | 2 |
|
|
2023
Q1 | $25.2M | Buy |
87,263
+9,661
| +12% | +$2.79M | 3.95% | 2 |
|
|
2022
Q4 | $18.6M | Buy |
77,602
+6,494
| +9% | +$1.56M | 4.63% | 3 |
|
|
2022
Q3 | $16.6M | Buy |
71,108
+6,830
| +11% | +$1.59M | 4.23% | 2 |
|
|
2022
Q2 | $17.9M | Buy |
64,278
+12,662
| +25% | +$3.52M | 4.1% | 2 |
|
|
2022
Q1 | $15.9M | Buy |
51,616
+5,049
| +11% | +$1.56M | 4.03% | 3 |
|
|
2021
Q4 | $15.7M | Buy |
46,567
+7,931
| +21% | +$2.67M | 4.33% | 3 |
|
|
2021
Q3 | $10.9M | Buy |
38,636
+984
| +3% | +$277K | 3.53% | 3 |
|
|
2021
Q2 | $10.2M | Buy |
37,652
+2,006
| +6% | +$543K | 3.24% | 3 |
|
|
2021
Q1 | $8.4M | Buy |
35,646
+4,288
| +14% | +$1.01M | 2.94% | 4 |
|
|
2020
Q4 | $6.98M | Buy |
+31,358
| New | +$6.98M | 2.61% | 6 |
|