PMFA
Plante Moran Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
20,253
-1,372
| -6% | -$682K | 0.71% | 11 |
|
|
2025
Q1 | $8.12M | Sell |
21,625
-3,997
| -16% | -$1.5M | 0.7% | 10 |
|
|
2024
Q4 | $10.8M | Sell |
25,622
-1,042
| -4% | -$439K | 0.9% | 10 |
|
|
2024
Q3 | $11.5M | Buy |
26,664
+293
| +1% | +$126K | 0.98% | 10 |
|
|
2024
Q2 | $11.8M | Buy |
26,371
+781
| +3% | +$349K | 1.18% | 10 |
|
|
2024
Q1 | $10.8M | Sell |
25,590
-1,037
| -4% | -$436K | 1.16% | 10 |
|
|
2023
Q4 | $10M | Buy |
26,627
+3,590
| +16% | +$1.35M | 1.05% | 13 |
|
|
2023
Q3 | $7.27M | Sell |
23,037
-407
| -2% | -$129K | 0.87% | 13 |
|
|
2023
Q2 | $7.98M | Buy |
23,444
+702
| +3% | +$239K | 0.94% | 13 |
|
|
2023
Q1 | $6.56M | Sell |
22,742
-574
| -2% | -$165K | 0.9% | 13 |
|
|
2022
Q4 | $5.59M | Sell |
23,316
-1,128
| -5% | -$271K | 0.81% | 14 |
|
|
2022
Q3 | $5.69M | Sell |
24,444
-397
| -2% | -$92.5K | 0.97% | 13 |
|
|
2022
Q2 | $6.38M | Sell |
24,841
-2,280
| -8% | -$586K | 1.07% | 13 |
|
|
2022
Q1 | $8.36M | Sell |
27,121
-2,481
| -8% | -$765K | 1.56% | 10 |
|
|
2021
Q4 | $9.96M | Buy |
29,602
+46
| +0.2% | +$15.5K | 1.63% | 10 |
|
|
2021
Q3 | $8.33M | Buy |
29,556
+2,083
| +8% | +$587K | 1.85% | 11 |
|
|
2021
Q2 | $7.44M | Buy |
27,473
+231
| +0.8% | +$62.6K | 1.81% | 11 |
|
|
2021
Q1 | $6.42M | Sell |
27,242
-2,381
| -8% | -$561K | 1.76% | 11 |
|
|
2020
Q4 | $6.59M | Sell |
29,623
-3,271
| -10% | -$728K | 2.03% | 10 |
|
|
2020
Q3 | $6.92M | Buy |
32,894
+851
| +3% | +$179K | 2.43% | 9 |
|
|
2020
Q2 | $6.52M | Sell |
32,043
-1,645
| -5% | -$335K | 2.6% | 7 |
|
|
2020
Q1 | $5.31M | Buy |
33,688
+2,235
| +7% | +$352K | 2.43% | 8 |
|
|
2019
Q4 | $4.96M | Buy |
31,453
+695
| +2% | +$110K | 1.73% | 10 |
|
|
2019
Q3 | $4.28M | Sell |
30,758
-2,127
| -6% | -$296K | 1.25% | 11 |
|
|
2019
Q2 | $4.41M | Sell |
32,885
-1,220
| -4% | -$163K | 1.35% | 10 |
|
|
2019
Q1 | $4.02M | Buy |
34,105
+1,823
| +6% | +$215K | 1.24% | 12 |
|
|
2018
Q4 | $3.28M | Buy |
32,282
+941
| +3% | +$95.6K | 1.14% | 13 |
|
|
2018
Q3 | $3.58M | Buy |
31,341
+3,427
| +12% | +$392K | 1.17% | 13 |
|
|
2018
Q2 | $2.75M | Buy |
27,914
+1,674
| +6% | +$165K | 1.4% | 13 |
|
|
2018
Q1 | $2.4M | Buy |
26,240
+487
| +2% | +$44.5K | 1.3% | 11 |
|
|
2017
Q4 | $2.2M | Buy |
25,753
+1,368
| +6% | +$117K | 1.22% | 14 |
|
|
2017
Q3 | $1.82M | Buy |
24,385
+927
| +4% | +$69K | 1.08% | 16 |
|
|
2017
Q2 | $1.62M | Sell |
23,458
-818
| -3% | -$56.4K | 1.01% | 17 |
|
|
2017
Q1 | $1.6M | Sell |
24,276
-4,242
| -15% | -$279K | 0.96% | 18 |
|
|
2016
Q4 | $1.77M | Buy |
28,518
+3,971
| +16% | +$247K | 1.11% | 16 |
|
|
2016
Q3 | $1.41M | Buy |
24,547
+1,144
| +5% | +$65.9K | 0.95% | 20 |
|
|
2016
Q2 | $1.2M | Buy |
23,403
+501
| +2% | +$25.6K | 0.87% | 26 |
|
|
2016
Q1 | $1.27M | Sell |
22,902
-15
| -0.1% | -$829 | 0.97% | 20 |
|
|
2015
Q4 | $1.27M | Sell |
22,917
-3,509
| -13% | -$195K | 0.95% | 18 |
|
|
2015
Q3 | $1.17M | Sell |
26,426
-4,928
| -16% | -$218K | 0.92% | 23 |
|
|
2015
Q2 | $1.38M | Buy |
31,354
+871
| +3% | +$38.4K | 0.99% | 18 |
|
|
2015
Q1 | $1.24M | Buy |
30,483
+688
| +2% | +$28K | 0.86% | 25 |
|
|
2014
Q4 | $1.38M | Buy |
29,795
+3,392
| +13% | +$158K | 1.02% | 19 |
|
|
2014
Q3 | $1.22M | Buy |
26,403
+852
| +3% | +$39.5K | 1.07% | 21 |
|
|
2014
Q2 | $1.07M | Buy |
25,551
+3,389
| +15% | +$141K | 0.95% | 24 |
|
|
2014
Q1 | $908K | Sell |
22,162
-7,824
| -26% | -$321K | 0.99% | 26 |
|
|
2013
Q4 | $1.12M | Buy |
29,986
+1,547
| +5% | +$57.9K | 0.63% | 26 |
|
|
2013
Q3 | $946K | Buy |
28,439
+522
| +2% | +$17.4K | 0.58% | 23 |
|
|
2013
Q2 | $964K | Buy |
+27,917
| New | +$964K | 0.71% | 21 |
|