PMIA
Patrick Mauro Investment Advisor’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.3M | Sell |
21,481
-1,578
| -7% | -$754K | 5.81% | 5 |
|
2025
Q1 | $8.66M | Buy |
23,059
+5,326
| +30% | +$2M | 4.73% | 6 |
|
2024
Q4 | $7.47M | Buy |
17,733
+1,908
| +12% | +$804K | 4.27% | 7 |
|
2024
Q3 | $6.81M | Buy |
15,825
+6,653
| +73% | +$2.86M | 3.59% | 11 |
|
2024
Q2 | $4.1M | Buy |
9,172
+1,354
| +17% | +$605K | 2.38% | 20 |
|
2024
Q1 | $3.29M | Sell |
7,818
-1,144
| -13% | -$481K | 1.87% | 21 |
|
2023
Q4 | $3.37M | Sell |
8,962
-660
| -7% | -$248K | 2.01% | 22 |
|
2023
Q3 | $3.04M | Sell |
9,622
-136
| -1% | -$42.9K | 1.97% | 20 |
|
2023
Q2 | $3.32M | Sell |
9,758
-868
| -8% | -$296K | 2.05% | 21 |
|
2023
Q1 | $3.06M | Sell |
10,626
-272
| -2% | -$78.4K | 1.91% | 23 |
|
2022
Q4 | $2.61M | Buy |
10,898
+235
| +2% | +$56.4K | 1.69% | 26 |
|
2022
Q3 | $2.48M | Buy |
+10,663
| New | +$2.48M | 1.79% | 23 |
|