PCA
Prosperity Capital Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16M | Buy |
32,265
+5,626
| +21% | +$2.8M | 1.5% | 15 |
|
2025
Q1 | $10.2M | Sell |
26,639
-2,037
| -7% | -$779K | 0.8% | 24 |
|
2024
Q4 | $12.1M | Buy |
28,676
+2,216
| +8% | +$934K | 0.98% | 20 |
|
2024
Q3 | $11.4M | Buy |
26,460
+797
| +3% | +$343K | 0.97% | 21 |
|
2024
Q2 | $11.5M | Sell |
25,663
-2,843
| -10% | -$1.27M | 1.27% | 15 |
|
2024
Q1 | $12M | Buy |
28,506
+19,188
| +206% | +$8.07M | 1.42% | 12 |
|
2023
Q4 | $3.5M | Buy |
9,318
+697
| +8% | +$262K | 0.38% | 45 |
|
2023
Q3 | $2.72M | Buy |
8,621
+1,341
| +18% | +$423K | 0.36% | 48 |
|
2023
Q2 | $2.48M | Buy |
7,280
+257
| +4% | +$87.5K | 0.35% | 53 |
|
2023
Q1 | $2.02M | Buy |
7,023
+1,098
| +19% | +$317K | 0.31% | 52 |
|
2022
Q4 | $1.42M | Buy |
+5,925
| New | +$1.42M | 0.44% | 48 |
|