KAS
KPP Advisory Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
33,281
+820
| +3% | +$408K | 2.73% | 5 |
|
|
2025
Q1 | $12.2M | Buy |
32,461
+4,948
| +18% | +$1.86M | 2.31% | 7 |
|
|
2024
Q4 | $11.6M | Buy |
27,513
+402
| +1% | +$169K | 2.73% | 6 |
|
|
2024
Q3 | $11.7M | Sell |
27,111
-220
| -0.8% | -$94.7K | 2.8% | 6 |
|
|
2024
Q2 | $12.2M | Buy |
27,331
+155
| +0.6% | +$69.3K | 3.25% | 5 |
|
|
2024
Q1 | $11.4M | Buy |
27,176
+813
| +3% | +$342K | 3.14% | 5 |
|
|
2023
Q4 | $9.91M | Sell |
26,363
-1,294
| -5% | -$487K | 8.71% | 2 |
|
|
2023
Q3 | $8.73M | Buy |
+27,657
| New | +$8.73M | 2.88% | 8 |
|