PFA
Pinnacle Family Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
+637
| New | +$315K | 0.15% | 93 |
|
|
2025
Q1 | – | Sell |
-781
| Closed | -$329K | – | 119 |
|
|
2024
Q4 | $329K | Buy |
781
+50
| +7% | +$21.1K | 0.16% | 88 |
|
|
2024
Q3 | $315K | Buy |
731
+115
| +19% | +$49.5K | 0.16% | 98 |
|
|
2024
Q2 | $275K | Sell |
616
-4
| -0.6% | -$1.79K | 0.15% | 94 |
|
|
2024
Q1 | $261K | Sell |
620
-73
| -11% | -$30.7K | 0.14% | 82 |
|
|
2023
Q4 | $261K | Hold |
693
| – | – | 0.15% | 81 |
|
|
2023
Q3 | $219K | Sell |
693
-131
| -16% | -$41.4K | 0.13% | 84 |
|
|
2023
Q2 | $281K | Sell |
824
-823
| -50% | -$280K | 0.15% | 82 |
|
|
2023
Q1 | $475K | Buy |
1,647
+20
| +1% | +$5.77K | 0.29% | 62 |
|
|
2022
Q4 | $390K | Buy |
1,627
+51
| +3% | +$12.2K | 0.28% | 62 |
|
|
2022
Q3 | $367K | Sell |
1,576
-1,245
| -44% | -$290K | 0.32% | 52 |
|
|
2022
Q2 | $724K | Sell |
2,821
-68
| -2% | -$17.5K | 0.59% | 37 |
|
|
2022
Q1 | $891K | Sell |
2,889
-2,049
| -41% | -$632K | 0.47% | 33 |
|
|
2021
Q4 | $1.66M | Sell |
4,938
-4,260
| -46% | -$1.43M | 0.75% | 26 |
|
|
2021
Q3 | $2.59M | Sell |
9,198
-1,688
| -16% | -$476K | 1.16% | 16 |
|
|
2021
Q2 | $2.95M | Buy |
10,886
+7,858
| +260% | +$2.13M | 1.29% | 22 |
|
|
2021
Q1 | $714K | Sell |
3,028
-5,508
| -65% | -$1.3M | 0.37% | 52 |
|
|
2020
Q4 | $1.9M | Buy |
8,536
+840
| +11% | +$187K | 1.16% | 19 |
|
|
2020
Q3 | $1.62M | Sell |
7,696
-1,152
| -13% | -$242K | 1.09% | 22 |
|
|
2020
Q2 | $1.8M | Sell |
8,848
-660
| -7% | -$134K | 1.57% | 13 |
|
|
2020
Q1 | $1.51M | Buy |
9,508
+6,833
| +255% | +$1.08M | 1.81% | 21 |
|
|
2019
Q4 | $422K | Buy |
2,675
+860
| +47% | +$136K | 0.38% | 47 |
|
|
2019
Q3 | $252K | Sell |
1,815
-445
| -20% | -$61.8K | 0.22% | 67 |
|
|
2019
Q2 | $303K | Buy |
2,260
+459
| +25% | +$61.5K | 0.25% | 63 |
|
|
2019
Q1 | $212K | Buy |
+1,801
| New | +$212K | 0.19% | 70 |
|