Mutual Advisors’s Microsoft MSFT Stock Holding History

Mutual Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$113M	Sell	219,039 -8,508	-4%	-$4.37M	2.81%	5
2025 Q1	$89.2M	Buy	227,547 +18,309	+9%	+$7.17M	2.55%	6
2024 Q4	$88.8M	Sell	209,238 -2,676	-1%	-$1.14M	2.57%	6
2024 Q3	$90M	Buy	211,914 +7,501	+4%	+$3.19M	2.63%	6
2024 Q2	$87.2M	Sell	204,413 -23,518	-10%	-$10M	2.63%	6
2024 Q1	$95.9M	Buy	227,931 +10,409	+5%	+$4.38M	3.08%	5
2023 Q4	$81.8M	Buy	217,522 +10,659	+5%	+$4.01M	2.85%	5
2023 Q3	$65.3M	Buy	206,863 +10,244	+5%	+$3.23M	2.55%	5
2023 Q2	$67M	Buy	196,619 +892	+0.5%	+$304K	2.54%	6
2023 Q1	$56.4M	Sell	195,727 -1,593	-0.8%	-$459K	2.32%	6
2022 Q4	$47.3M	Buy	197,320 +9,722	+5%	+$2.33M	2.12%	6
2022 Q3	$43.7M	Buy	187,598 +24,328	+15%	+$5.67M	2.25%	5
2022 Q2	$41.9M	Buy	163,270 +525	+0.3%	+$135K	2.78%	3
2022 Q1	$50.2M	Buy	162,745 +5,048	+3%	+$1.56M	2.81%	3
2021 Q4	$53M	Buy	157,697 +2,196	+1%	+$739K	2.81%	3
2021 Q3	$43.8M	Buy	155,501 +4,042	+3%	+$1.14M	2.59%	3
2021 Q2	$41M	Buy	151,459 +203	+0.1%	+$55K	2.43%	3
2021 Q1	$35.7M	Sell	151,256 -6,119	-4%	-$1.44M	2.44%	3
2020 Q4	$35M	Sell	157,375 -6,462	-4%	-$1.44M	2.6%	3
2020 Q3	$34.5M	Buy	163,837 +5,456	+3%	+$1.15M	2.99%	3
2020 Q2	$32.2M	Buy	158,381 +19,035	+14%	+$3.87M	3.17%	3
2020 Q1	$22M	Buy	139,346 +5,617	+4%	+$886K	2.98%	3
2019 Q4	$21.1M	Buy	133,729 +9,271	+7%	+$1.46M	2.24%	3
2019 Q3	$17.3M	Buy	124,458 +9,752	+9%	+$1.36M	2.29%	3
2019 Q2	$15.4M	Buy	114,706 +3,261	+3%	+$437K	2%	5
2019 Q1	$13.1M	Sell	111,445 -2,011	-2%	-$237K	1.95%	5
2018 Q4	$11.5M	Buy	113,456 +34,253	+43%	+$3.48M	2.27%	5
2018 Q3	$9.06M	Buy	79,203 +871	+1%	+$99.6K	1.38%	12
2018 Q2	$7.72M	Buy	78,332 +2,757	+4%	+$272K	1.76%	6
2018 Q1	$6.9M	Buy	75,575 +12,616	+20%	+$1.15M	1.75%	6
2017 Q4	$5.39M	Buy	+62,959	New	+$5.39M	2.03%	6