Prism Advisors’s Microsoft MSFT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$712K	Hold	1,430	–	–	0.2%	48
2025 Q1	$537K	Buy	1,430 +144	+11%	+$54.1K	0.17%	45
2024 Q4	$542K	Sell	1,286 -1	-0.1%	-$422	0.16%	46
2024 Q3	$554K	Hold	1,287	–	–	0.16%	46
2024 Q2	$575K	Hold	1,287	–	–	0.17%	42
2024 Q1	$541K	Buy	1,287 +1	+0.1%	+$421	0.16%	40
2023 Q4	$484K	Buy	1,286 +297	+30%	+$112K	0.16%	47
2023 Q3	$312K	Sell	989 -16	-2%	-$5.05K	0.11%	48
2023 Q2	$342K	Buy	1,005 +195	+24%	+$66.4K	0.12%	41
2023 Q1	$234K	Buy	+810	New	+$234K	0.08%	43
2022 Q3	–	Sell	-901	Closed	-$231K	–	55
2022 Q2	$231K	Buy	901 +31	+4%	+$7.95K	0.09%	45
2022 Q1	$268K	Buy	870 +79	+10%	+$24.3K	0.09%	43
2021 Q4	$266K	Sell	791 -555	-41%	-$187K	0.09%	42
2021 Q3	$380K	Sell	1,346 -2	-0.1%	-$565	0.14%	37
2021 Q2	$365K	Sell	1,348 -134	-9%	-$36.3K	0.13%	40
2021 Q1	$349K	Sell	1,482 -164	-10%	-$38.6K	0.13%	37
2020 Q4	$366K	Sell	1,646 -389	-19%	-$86.5K	0.14%	37
2020 Q3	$428K	Sell	2,035 -125	-6%	-$26.3K	0.18%	33
2020 Q2	$440K	Sell	2,160 -43	-2%	-$8.76K	0.2%	35
2020 Q1	$347K	Sell	2,203 -1,265	-36%	-$199K	0.22%	51
2019 Q4	$547K	Sell	3,468 -100	-3%	-$15.8K	0.28%	45
2019 Q3	$496K	Hold	3,568	–	–	0.28%	44
2019 Q2	$478K	Buy	3,568 +233	+7%	+$31.2K	0.27%	44
2019 Q1	$393K	Buy	3,335 +864	+35%	+$102K	0.23%	43
2018 Q4	$251K	Buy	2,471 +4	+0.2%	+$406	0.16%	48
2018 Q3	$270K	Hold	2,467	–	–	0.16%	47
2018 Q2	$250K	Hold	2,467	–	–	0.13%	50
2018 Q1	$242K	Hold	2,467	–	–	0.14%	48
2017 Q4	$211K	Buy	+2,467	New	+$211K	0.12%	51