PIA
Powell Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
4,056
+221
| +6% | +$110K | 0.76% | 23 |
|
|
2025
Q1 | $1.44M | Buy |
3,835
+316
| +9% | +$119K | 0.71% | 22 |
|
|
2024
Q4 | $1.48M | Buy |
3,519
+1
| +0% | +$421 | 0.69% | 25 |
|
|
2024
Q3 | $1.51M | Sell |
3,518
-439
| -11% | -$189K | 0.71% | 23 |
|
|
2024
Q2 | $1.77M | Sell |
3,957
-167
| -4% | -$74.6K | 0.92% | 18 |
|
|
2024
Q1 | $1.74M | Buy |
4,124
+1
| +0% | +$421 | 0.92% | 17 |
|
|
2023
Q4 | $1.55M | Buy |
4,123
+56
| +1% | +$21.1K | 0.86% | 18 |
|
|
2023
Q3 | $1.28M | Buy |
4,067
+829
| +26% | +$262K | 0.77% | 23 |
|
|
2023
Q2 | $1.1M | Hold |
3,238
| – | – | 0.64% | 24 |
|
|
2023
Q1 | $933K | Buy |
3,238
+634
| +24% | +$183K | 0.52% | 33 |
|
|
2022
Q4 | $625K | Buy |
2,604
+24
| +0.9% | +$5.76K | 0.36% | 48 |
|
|
2022
Q3 | $601K | Buy |
2,580
+1
| +0% | +$233 | 0.39% | 44 |
|
|
2022
Q2 | $662K | Buy |
2,579
+1
| +0% | +$257 | 0.4% | 37 |
|
|
2022
Q1 | $795K | Buy |
2,578
+359
| +16% | +$111K | 0.46% | 30 |
|
|
2021
Q4 | $746K | Sell |
2,219
-50
| -2% | -$16.8K | 0.42% | 31 |
|
|
2021
Q3 | $640K | Buy |
2,269
+1
| +0% | +$282 | 0.4% | 37 |
|
|
2021
Q2 | $614K | Buy |
2,268
+50
| +2% | +$13.5K | 0.38% | 36 |
|
|
2021
Q1 | $523K | Sell |
2,218
-43
| -2% | -$10.1K | 0.34% | 42 |
|
|
2020
Q4 | $503K | Buy |
2,261
+94
| +4% | +$20.9K | 0.38% | 39 |
|
|
2020
Q3 | $456K | Buy |
2,167
+31
| +1% | +$6.52K | 0.39% | 38 |
|
|
2020
Q2 | $435K | Sell |
2,136
-283
| -12% | -$57.6K | 0.42% | 42 |
|
|
2020
Q1 | $381K | Buy |
2,419
+796
| +49% | +$125K | 0.46% | 47 |
|
|
2019
Q4 | $256K | Buy |
+1,623
| New | +$256K | 0.27% | 81 |
|