MLRA
Main Line Retirement Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
2,773
+46
| +2% | +$22.9K | 0.79% | 17 |
|
|
2025
Q1 | $1.02M | Buy |
2,727
+94
| +4% | +$35.3K | 0.67% | 19 |
|
|
2024
Q4 | $1.11M | Buy |
2,633
+17
| +0.6% | +$7.17K | 0.73% | 19 |
|
|
2024
Q3 | $1.13M | Buy |
2,616
+48
| +2% | +$20.7K | 0.77% | 17 |
|
|
2024
Q2 | $1.15M | Sell |
2,568
-305
| -11% | -$136K | 0.88% | 16 |
|
|
2024
Q1 | $1.21M | Buy |
2,873
+390
| +16% | +$164K | 0.95% | 16 |
|
|
2023
Q4 | $934K | Buy |
+2,483
| New | +$934K | 0.81% | 17 |
|
|
2023
Q2 | $909K | Buy |
+2,668
| New | +$909K | 0.85% | 17 |
|