POIA
Pin Oak Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
4,004
-5,915
| -60% | -$2.22M | 1.27% | 18 |
|
|
2025
Q1 | $3.71M | Buy |
9,919
+5,722
| +136% | +$2.14M | 2.82% | 8 |
|
|
2024
Q4 | $1.81M | Buy |
4,197
+22
| +0.5% | +$9.47K | 1.64% | 14 |
|
|
2024
Q3 | $1.8M | Sell |
4,175
-235
| -5% | -$101K | 1.63% | 14 |
|
|
2024
Q2 | $1.97M | Sell |
4,410
-134
| -3% | -$59.9K | 1.88% | 13 |
|
|
2024
Q1 | $1.91M | Buy |
4,544
+25
| +0.6% | +$10.5K | 1.84% | 13 |
|
|
2023
Q4 | $1.7M | Buy |
4,519
+199
| +5% | +$74.8K | 1.72% | 14 |
|
|
2023
Q3 | $1.36M | Sell |
4,320
-290
| -6% | -$91.6K | 1.54% | 13 |
|
|
2023
Q2 | $1.57M | Sell |
4,610
-99
| -2% | -$33.7K | 1.74% | 14 |
|
|
2023
Q1 | $1.36M | Buy |
4,709
+510
| +12% | +$147K | 1.68% | 13 |
|
|
2022
Q4 | $1.01M | Buy |
4,199
+127
| +3% | +$30.5K | 1.24% | 24 |
|
|
2022
Q3 | $948K | Sell |
4,072
-265
| -6% | -$61.7K | 1.19% | 23 |
|
|
2022
Q2 | $1.11M | Sell |
4,337
-361
| -8% | -$92.7K | 1.36% | 18 |
|
|
2022
Q1 | $1.45M | Sell |
4,698
-25
| -0.5% | -$7.71K | 1.55% | 15 |
|
|
2021
Q4 | $1.59M | Buy |
4,723
+204
| +5% | +$68.6K | 1.61% | 19 |
|
|
2021
Q3 | $1.27M | Sell |
4,519
-403
| -8% | -$114K | 1.41% | 21 |
|
|
2021
Q2 | $1.33M | Sell |
4,922
-1,423
| -22% | -$385K | 1.36% | 22 |
|
|
2021
Q1 | $1.5M | Sell |
6,345
-616
| -9% | -$145K | 1.27% | 28 |
|
|
2020
Q4 | $1.55M | Buy |
6,961
+367
| +6% | +$81.6K | 1.27% | 26 |
|
|
2020
Q3 | $1.39M | Sell |
6,594
-1,438
| -18% | -$302K | 1.34% | 25 |
|
|
2020
Q2 | $1.64M | Sell |
8,032
-1,645
| -17% | -$335K | 1.52% | 22 |
|
|
2020
Q1 | $1.53M | Sell |
9,677
-1,982
| -17% | -$313K | 1.6% | 18 |
|
|
2019
Q4 | $1.84M | Sell |
11,659
-1,341
| -10% | -$212K | 1.48% | 23 |
|
|
2019
Q3 | $1.81M | Sell |
13,000
-431
| -3% | -$59.9K | 1.48% | 22 |
|
|
2019
Q2 | $1.8M | Buy |
13,431
+1,299
| +11% | +$174K | 1.4% | 22 |
|
|
2019
Q1 | $1.43M | Buy |
12,132
+236
| +2% | +$27.8K | 1.15% | 30 |
|
|
2018
Q4 | $1.21M | Sell |
11,896
-3,532
| -23% | -$359K | 1.07% | 34 |
|
|
2018
Q3 | $1.77M | Sell |
15,428
-542
| -3% | -$62K | 1.33% | 26 |
|
|
2018
Q2 | $1.58M | Buy |
15,970
+488
| +3% | +$48.1K | 1.16% | 34 |
|
|
2018
Q1 | $1.41M | Buy |
15,482
+441
| +3% | +$40.2K | 1.14% | 32 |
|
|
2017
Q4 | $1.29M | Buy |
+15,041
| New | +$1.29M | 0.99% | 37 |
|