OIA
Optimum Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Sell |
16,428
-184
| -1% | -$91.5K | 3.55% | 4 |
|
|
2025
Q1 | $6.24M | Buy |
16,612
+27
| +0.2% | +$10.1K | 2.94% | 4 |
|
|
2024
Q4 | $6.99M | Sell |
16,585
-210
| -1% | -$88.5K | 3.08% | 4 |
|
|
2024
Q3 | $7.23M | Sell |
16,795
-575
| -3% | -$247K | 3.12% | 4 |
|
|
2024
Q2 | $7.76M | Sell |
17,370
-358
| -2% | -$160K | 3.48% | 4 |
|
|
2024
Q1 | $7.46M | Sell |
17,728
-6
| -0% | -$2.52K | 3.43% | 4 |
|
|
2023
Q4 | $6.67M | Sell |
17,734
-30
| -0.2% | -$11.3K | 3.35% | 3 |
|
|
2023
Q3 | $5.61M | Sell |
17,764
-450
| -2% | -$142K | 2.87% | 3 |
|
|
2023
Q2 | $6.2M | Buy |
18,214
+190
| +1% | +$64.7K | 3.04% | 3 |
|
|
2023
Q1 | $5.2M | Sell |
18,024
-129
| -0.7% | -$37.2K | 2.72% | 3 |
|
|
2022
Q4 | $4.35M | Sell |
18,153
-1,353
| -7% | -$324K | 2.36% | 4 |
|
|
2022
Q3 | $4.54M | Sell |
19,506
-114
| -0.6% | -$26.6K | 2.44% | 4 |
|
|
2022
Q2 | $5.04M | Buy |
19,620
+106
| +0.5% | +$27.2K | 2.52% | 4 |
|
|
2022
Q1 | $6.02M | Sell |
19,514
-762
| -4% | -$235K | 2.53% | 4 |
|
|
2021
Q4 | $6.82M | Buy |
20,276
+11
| +0.1% | +$3.7K | 2.66% | 3 |
|
|
2021
Q3 | $5.71M | Sell |
20,265
-11,899
| -37% | -$3.35M | 2.41% | 3 |
|
|
2021
Q2 | $8.71M | Sell |
32,164
-7,025
| -18% | -$1.9M | 2.72% | 3 |
|
|
2021
Q1 | $9.24M | Sell |
39,189
-597
| -2% | -$141K | 2.7% | 3 |
|
|
2020
Q4 | $8.85M | Sell |
39,786
-243
| -0.6% | -$54K | 2.69% | 3 |
|
|
2020
Q3 | $8.42M | Sell |
40,029
-2,869
| -7% | -$603K | 2.83% | 3 |
|
|
2020
Q2 | $8.73M | Buy |
42,898
+1,324
| +3% | +$269K | 3.04% | 2 |
|
|
2020
Q1 | $6.56M | Sell |
41,574
-649
| -2% | -$102K | 2.69% | 3 |
|
|
2019
Q4 | $6.66M | Buy |
42,223
+1,304
| +3% | +$206K | 1.98% | 3 |
|
|
2019
Q3 | $5.69M | Sell |
40,919
-442
| -1% | -$61.5K | 1.8% | 5 |
|
|
2019
Q2 | $5.54M | Sell |
41,361
-179
| -0.4% | -$24K | 1.8% | 4 |
|
|
2019
Q1 | $4.9M | Sell |
41,540
-971
| -2% | -$115K | 1.61% | 8 |
|
|
2018
Q4 | $4.32M | Sell |
42,511
-1,456
| -3% | -$148K | 1.49% | 9 |
|
|
2018
Q3 | $5.03M | Sell |
43,967
-2,023
| -4% | -$231K | 1.39% | 8 |
|
|
2018
Q2 | $4.54M | Sell |
45,990
-258
| -0.6% | -$25.4K | 1.31% | 9 |
|
|
2018
Q1 | $4.22M | Sell |
46,248
-409
| -0.9% | -$37.3K | 1.24% | 11 |
|
|
2017
Q4 | $3.99M | Sell |
46,657
-1,247
| -3% | -$107K | 1.27% | 12 |
|
|
2017
Q3 | $3.57M | Buy |
47,904
+4,220
| +10% | +$314K | 1.19% | 15 |
|
|
2017
Q2 | $3.01M | Buy |
43,684
+1,193
| +3% | +$82.2K | 1.04% | 19 |
|
|
2017
Q1 | $2.8M | Buy |
42,491
+2,653
| +7% | +$175K | 0.99% | 19 |
|
|
2016
Q4 | $2.48M | Buy |
39,838
+754
| +2% | +$46.9K | 0.93% | 23 |
|
|
2016
Q3 | $2.25M | Buy |
39,084
+88
| +0.2% | +$5.07K | 0.85% | 26 |
|
|
2016
Q2 | $2M | Sell |
38,996
-2,896
| -7% | -$148K | 0.77% | 29 |
|
|
2016
Q1 | $2.31M | Sell |
41,892
-2,601
| -6% | -$144K | 0.91% | 22 |
|
|
2015
Q4 | $2.47M | Buy |
44,493
+5,170
| +13% | +$287K | 0.95% | 19 |
|
|
2015
Q3 | $1.74M | Buy |
+39,323
| New | +$1.74M | 0.7% | 31 |
|
|
2015
Q1 | $1.62M | Sell |
39,868
-3,025
| -7% | -$123K | 0.51% | 42 |
|
|
2014
Q4 | $1.99M | Sell |
42,893
-165
| -0.4% | -$7.67K | 0.64% | 30 |
|
|
2014
Q3 | $2M | Buy |
43,058
+5
| +0% | +$233 | 0.66% | 32 |
|
|
2014
Q2 | $1.8M | Buy |
43,053
+2,953
| +7% | +$123K | 0.58% | 36 |
|
|
2014
Q1 | $1.64M | Sell |
40,100
-544
| -1% | -$22.3K | 0.62% | 36 |
|
|
2013
Q4 | $1.52M | Buy |
40,644
+929
| +2% | +$34.8K | 0.57% | 43 |
|
|
2013
Q3 | $1.32M | Buy |
+39,715
| New | +$1.32M | 0.54% | 47 |
|