OIA
OneDigital Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Sell |
248,111
-12,101
| -5% | -$6.02M | 1.37% | 14 |
|
|
2025
Q1 | $97.7M | Buy |
260,212
+2,708
| +1% | +$1.02M | 1.16% | 17 |
|
|
2024
Q4 | $109M | Sell |
257,504
-10,980
| -4% | -$4.63M | 1.26% | 16 |
|
|
2024
Q3 | $116M | Buy |
268,484
+8,302
| +3% | +$3.57M | 1.32% | 12 |
|
|
2024
Q2 | $116M | Buy |
260,182
+40,674
| +19% | +$18.2M | 1.45% | 11 |
|
|
2024
Q1 | $92.4M | Buy |
219,508
+4,994
| +2% | +$2.1M | 1.45% | 10 |
|
|
2023
Q4 | $80.7M | Buy |
214,514
+19,638
| +10% | +$7.38M | 1.41% | 10 |
|
|
2023
Q3 | $61.5M | Buy |
194,876
+12,398
| +7% | +$3.91M | 1.33% | 13 |
|
|
2023
Q2 | $62.1M | Buy |
182,478
+4,470
| +3% | +$1.52M | 1.38% | 13 |
|
|
2023
Q1 | $51.3M | Buy |
178,008
+24,055
| +16% | +$6.94M | 1.2% | 19 |
|
|
2022
Q4 | $36.9M | Buy |
153,953
+38,141
| +33% | +$9.15M | 1.07% | 20 |
|
|
2022
Q3 | $27M | Buy |
115,812
+15,407
| +15% | +$3.59M | 1% | 21 |
|
|
2022
Q2 | $25.8M | Sell |
100,405
-525
| -0.5% | -$135K | 1.11% | 17 |
|
|
2022
Q1 | $31.1M | Buy |
100,930
+10,423
| +12% | +$3.21M | 1.18% | 16 |
|
|
2021
Q4 | $30.4M | Buy |
90,507
+1,375
| +2% | +$462K | 1.08% | 18 |
|
|
2021
Q3 | $25.1M | Sell |
89,132
-30
| -0% | -$8.46K | 1% | 18 |
|
|
2021
Q2 | $24.2M | Buy |
89,162
+5,701
| +7% | +$1.54M | 0.99% | 18 |
|
|
2021
Q1 | $19.7M | Sell |
83,461
-1,127
| -1% | -$266K | 0.92% | 18 |
|
|
2020
Q4 | $18.8M | Buy |
84,588
+1,032
| +1% | +$229K | 0.98% | 17 |
|
|
2020
Q3 | $17.6M | Sell |
83,556
-4,913
| -6% | -$1.03M | 1.21% | 15 |
|
|
2020
Q2 | $18M | Buy |
88,469
+2,689
| +3% | +$547K | 1.3% | 14 |
|
|
2020
Q1 | $13.6M | Buy |
85,780
+1,229
| +1% | +$195K | 1.21% | 14 |
|
|
2019
Q4 | $13.3M | Sell |
84,551
-3,126
| -4% | -$493K | 1.05% | 18 |
|
|
2019
Q3 | $12.2M | Buy |
87,677
+6,171
| +8% | +$858K | 1.09% | 17 |
|
|
2019
Q2 | $10.9M | Buy |
81,506
+58,790
| +259% | +$7.88M | 0.85% | 17 |
|
|
2019
Q1 | $2.69M | Buy |
22,716
+981
| +5% | +$116K | 0.39% | 60 |
|
|
2018
Q4 | $2.21M | Buy |
21,735
+8,345
| +62% | +$848K | 0.37% | 64 |
|
|
2018
Q3 | $1.53M | Sell |
13,390
-1,143
| -8% | -$131K | 0.36% | 48 |
|
|
2018
Q2 | $1.43M | Sell |
14,533
-896
| -6% | -$88.3K | 0.3% | 55 |
|
|
2018
Q1 | $1.41M | Sell |
15,429
-1,362
| -8% | -$124K | 0.31% | 58 |
|
|
2017
Q4 | $1.44M | Buy |
16,791
+4,950
| +42% | +$423K | 0.16% | 56 |
|
|
2017
Q3 | $882K | Sell |
11,841
-2,894
| -20% | -$216K | 0.32% | 41 |
|
|
2017
Q2 | $1.02M | Buy |
+14,735
| New | +$1.02M | 0.3% | 59 |
|