ODA
One Degree Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.6M | Buy |
3,215
+670
| +26% | +$333K | 0.57% | 29 |
|
2025
Q1 | $955K | Buy |
2,545
+242
| +11% | +$90.8K | 0.39% | 30 |
|
2024
Q4 | $947K | Buy |
2,303
+54
| +2% | +$22.2K | 0.39% | 32 |
|
2024
Q3 | $962K | Hold |
2,249
| – | – | 0.41% | 32 |
|
2024
Q2 | $1.01M | Buy |
2,249
+198
| +10% | +$88.5K | 0.48% | 31 |
|
2024
Q1 | $863K | Hold |
2,051
| – | – | 0.43% | 32 |
|
2023
Q4 | $832K | Buy |
+2,051
| New | +$832K | 0.43% | 35 |
|