MA
MONECO Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
48,627
+94
| +0.2% | +$46.8K | 2.25% | 4 |
|
|
2025
Q1 | $18.2M | Buy |
48,533
+6,061
| +14% | +$2.28M | 1.89% | 11 |
|
|
2024
Q4 | $17.9M | Buy |
42,472
+2,778
| +7% | +$1.17M | 1.89% | 8 |
|
|
2024
Q3 | $17.1M | Sell |
39,694
-100
| -0.3% | -$43K | 2.13% | 6 |
|
|
2024
Q2 | $17.8M | Buy |
39,794
+1,960
| +5% | +$876K | 2.61% | 4 |
|
|
2024
Q1 | $15.9M | Buy |
37,834
+2,382
| +7% | +$1M | 2.53% | 4 |
|
|
2023
Q4 | $13.3M | Buy |
35,452
+9,689
| +38% | +$3.64M | 2.54% | 4 |
|
|
2023
Q3 | $8.13M | Buy |
25,763
+897
| +4% | +$283K | 2.21% | 7 |
|
|
2023
Q2 | $8.47M | Buy |
24,866
+108
| +0.4% | +$36.8K | 2.3% | 7 |
|
|
2023
Q1 | $7.14M | Buy |
24,758
+3,427
| +16% | +$988K | 2.1% | 8 |
|
|
2022
Q4 | $5.12M | Buy |
21,331
+222
| +1% | +$53.2K | 1.85% | 11 |
|
|
2022
Q3 | $4.92M | Buy |
21,109
+613
| +3% | +$143K | 1.97% | 10 |
|
|
2022
Q2 | $5.26M | Buy |
20,496
+1,331
| +7% | +$342K | 2.04% | 9 |
|
|
2022
Q1 | $5.91M | Buy |
19,165
+914
| +5% | +$282K | 2.17% | 8 |
|
|
2021
Q4 | $5.5M | Buy |
18,251
+491
| +3% | +$148K | 2.07% | 9 |
|
|
2021
Q3 | $5.01M | Buy |
17,760
+1,259
| +8% | +$355K | 1.98% | 9 |
|
|
2021
Q2 | $4.47M | Sell |
16,501
-2,770
| -14% | -$750K | 2.06% | 7 |
|
|
2021
Q1 | $4.54M | Buy |
19,271
+1,428
| +8% | +$337K | 2.21% | 7 |
|
|
2020
Q4 | $3.86M | Buy |
17,843
+23
| +0.1% | +$4.98K | 2.13% | 7 |
|
|
2020
Q3 | $3.75M | Buy |
17,820
+1,283
| +8% | +$270K | 2.39% | 7 |
|
|
2020
Q2 | $3.37M | Buy |
16,537
+1,982
| +14% | +$403K | 2.63% | 8 |
|
|
2020
Q1 | $2.3M | Sell |
14,555
-2,345
| -14% | -$370K | 2.35% | 9 |
|
|
2019
Q4 | $2.82M | Sell |
16,900
-485
| -3% | -$81K | 2.01% | 11 |
|
|
2019
Q3 | $2.42M | Buy |
17,385
+418
| +2% | +$58.1K | 1.88% | 12 |
|
|
2019
Q2 | $2.27M | Sell |
16,967
-2,147
| -11% | -$288K | 1.83% | 12 |
|
|
2019
Q1 | $2.25M | Buy |
19,114
+6,763
| +55% | +$798K | 1.82% | 11 |
|
|
2018
Q4 | $1.25M | Buy |
+12,351
| New | +$1.25M | 1.46% | 15 |
|