NAAA
New Age Alpha Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.8M | Sell |
172,565
-14,595
| -8% | -$7.26M | 3.77% | 1 |
|
|
2025
Q1 | $70.3M | Buy |
187,160
+52,374
| +39% | +$19.7M | 3.14% | 2 |
|
|
2024
Q4 | $56.8M | Buy |
134,786
+109,727
| +438% | +$46.2M | 2.3% | 1 |
|
|
2024
Q3 | $10.8M | Buy |
25,059
+7,536
| +43% | +$3.24M | 6.36% | 5 |
|
|
2024
Q2 | $7.83M | Buy |
17,523
+2,523
| +17% | +$1.13M | 4.27% | 6 |
|
|
2024
Q1 | $6.31M | Hold |
15,000
| – | – | 3.73% | 6 |
|
|
2023
Q4 | $5.64M | Buy |
+15,000
| New | +$5.64M | 4.21% | 6 |
|