PIA
Perennial Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
35,721
+1,923
| +6% | +$957K | 1.72% | 11 |
|
|
2025
Q1 | $12.7M | Buy |
33,798
+2,594
| +8% | +$974K | 1.43% | 16 |
|
|
2024
Q4 | $13.2M | Buy |
31,204
+1,497
| +5% | +$631K | 1.55% | 14 |
|
|
2024
Q3 | $12.8M | Sell |
29,707
-43
| -0.1% | -$18.5K | 1.66% | 10 |
|
|
2024
Q2 | $13.3M | Buy |
29,750
+917
| +3% | +$410K | 1.9% | 9 |
|
|
2024
Q1 | $12.1M | Sell |
28,833
-5
| -0% | -$2.1K | 1.84% | 9 |
|
|
2023
Q4 | $10.8M | Buy |
28,838
+367
| +1% | +$138K | 1.8% | 9 |
|
|
2023
Q3 | $8.99M | Buy |
28,471
+640
| +2% | +$202K | 1.62% | 11 |
|
|
2023
Q2 | $9.48M | Sell |
27,831
-16
| -0.1% | -$5.45K | 1.67% | 9 |
|
|
2023
Q1 | $8.03M | Buy |
27,847
+2,938
| +12% | +$847K | 1.49% | 11 |
|
|
2022
Q4 | $5.97M | Sell |
24,909
-466
| -2% | -$112K | 2.43% | 7 |
|
|
2022
Q3 | $5.91M | Sell |
25,375
-3,046
| -11% | -$709K | 2.68% | 7 |
|
|
2022
Q2 | $7.3M | Sell |
28,421
-948
| -3% | -$243K | 2.85% | 7 |
|
|
2022
Q1 | $9.05M | Sell |
29,369
-170
| -0.6% | -$52.4K | 2.86% | 7 |
|
|
2021
Q4 | $9.93M | Buy |
29,539
+696
| +2% | +$234K | 3.1% | 8 |
|
|
2021
Q3 | $8.14M | Buy |
28,843
+202
| +0.7% | +$57K | 2.88% | 7 |
|
|
2021
Q2 | $7.76M | Buy |
28,641
+2,171
| +8% | +$588K | 2.83% | 7 |
|
|
2021
Q1 | $6.24M | Buy |
26,470
+1,123
| +4% | +$265K | 2.46% | 8 |
|
|
2020
Q4 | $5.64M | Buy |
25,347
+950
| +4% | +$211K | 2.41% | 8 |
|
|
2020
Q3 | $5.13M | Buy |
24,397
+2,159
| +10% | +$454K | 2.57% | 8 |
|
|
2020
Q2 | $4.53M | Buy |
22,238
+1,956
| +10% | +$398K | 3.06% | 7 |
|
|
2020
Q1 | $3.2M | Buy |
20,282
+2,876
| +17% | +$454K | 2.84% | 6 |
|
|
2019
Q4 | $2.75M | Buy |
+17,406
| New | +$2.75M | 2.17% | 8 |
|