MYIA
Mount Yale Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
41,750
+227
| +0.5% | +$113K | 1.62% | 9 |
|
|
2025
Q1 | $15.6M | Sell |
41,523
-805
| -2% | -$302K | 1.34% | 8 |
|
|
2024
Q4 | $17.8M | Buy |
42,328
+5,958
| +16% | +$2.51M | 1.44% | 8 |
|
|
2024
Q3 | $15.7M | Sell |
36,370
-9,819
| -21% | -$4.23M | 1.5% | 3 |
|
|
2024
Q2 | $20.6M | Sell |
46,189
-552
| -1% | -$247K | 1.64% | 8 |
|
|
2024
Q1 | $19.7M | Buy |
46,741
+8,604
| +23% | +$3.62M | 1.51% | 7 |
|
|
2023
Q4 | $14.3M | Buy |
38,137
+948
| +3% | +$356K | 1.36% | 5 |
|
|
2023
Q3 | $11.7M | Buy |
37,189
+452
| +1% | +$143K | 1.28% | 5 |
|
|
2023
Q2 | $12.5M | Sell |
36,737
-1,313
| -3% | -$447K | 1.33% | 5 |
|
|
2023
Q1 | $11M | Sell |
38,050
-2,846
| -7% | -$820K | 1.23% | 4 |
|
|
2022
Q4 | $9.81M | Sell |
40,896
-2,063
| -5% | -$495K | 1.11% | 6 |
|
|
2022
Q3 | $10M | Buy |
42,959
+533
| +1% | +$124K | 1.33% | 4 |
|
|
2022
Q2 | $10.9M | Buy |
42,426
+1,997
| +5% | +$513K | 1.37% | 4 |
|
|
2022
Q1 | $12.5M | Buy |
40,429
+270
| +0.7% | +$83.2K | 1.36% | 4 |
|
|
2021
Q4 | $13.5M | Buy |
40,159
+364
| +0.9% | +$122K | 1.4% | 5 |
|
|
2021
Q3 | $11.2M | Buy |
39,795
+3,496
| +10% | +$986K | 1.29% | 5 |
|
|
2021
Q2 | $9.83M | Buy |
36,299
+2,057
| +6% | +$557K | 1.19% | 7 |
|
|
2021
Q1 | $8.07M | Buy |
34,242
+9,647
| +39% | +$2.27M | 1.05% | 10 |
|
|
2020
Q4 | $5.47M | Sell |
24,595
-146
| -0.6% | -$32.5K | 0.77% | 24 |
|
|
2020
Q3 | $5.2M | Buy |
24,741
+3,226
| +15% | +$679K | 0.74% | 18 |
|
|
2020
Q2 | $4.38M | Buy |
21,515
+9,093
| +73% | +$1.85M | 0.78% | 31 |
|
|
2020
Q1 | $1.96M | Buy |
12,422
+2,203
| +22% | +$347K | 0.44% | 57 |
|
|
2019
Q4 | $1.74M | Sell |
10,219
-1,607
| -14% | -$274K | 0.3% | 84 |
|
|
2019
Q3 | $1.74M | Buy |
11,826
+1,510
| +15% | +$222K | 0.31% | 83 |
|
|
2019
Q2 | $1.4M | Sell |
10,316
-834
| -7% | -$113K | 0.26% | 90 |
|
|
2019
Q1 | $1.32M | Sell |
11,150
-489
| -4% | -$57.7K | 0.25% | 98 |
|
|
2018
Q4 | $1.23M | Sell |
11,639
-3,588
| -24% | -$378K | 0.25% | 97 |
|
|
2018
Q3 | $1.71M | Sell |
15,227
-373
| -2% | -$41.8K | 0.3% | 77 |
|
|
2018
Q2 | $1.54M | Buy |
15,600
+362
| +2% | +$35.7K | 0.29% | 85 |
|
|
2018
Q1 | $1.39M | Buy |
+15,238
| New | +$1.39M | 0.3% | 84 |
|