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Petredis Investment Advisors’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$62.9M Buy
126,449
+1,077
+0.9% +$536K 5.51% 4
2025
Q1
$47.1M Buy
125,372
+1,519
+1% +$570K 4.92% 3
2024
Q4
$52.2M Sell
123,853
-3,317
-3% -$1.4M 5.39% 4
2024
Q3
$54.7M Buy
127,170
+150
+0.1% +$64.5K 5.82% 3
2024
Q2
$56.8M Sell
127,020
-425
-0.3% -$190K 6.35% 3
2024
Q1
$53.6M Buy
127,445
+2,750
+2% +$1.16M 6.43% 3
2023
Q4
$46.9M Sell
124,695
-3,866
-3% -$1.45M 6.15% 3
2023
Q3
$40.6M Buy
128,561
+170
+0.1% +$53.7K 5.78% 3
2023
Q2
$43.7M Sell
128,391
-579
-0.4% -$197K 6.01% 4
2023
Q1
$37.2M Buy
128,970
+1,481
+1% +$427K 5.8% 4
2022
Q4
$30.6M Buy
+127,489
New +$30.6M 5.55% 2