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PSI Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
10,798
+5,490
| +103% | +$2.73M | 2.64% | 11 |
|
|
2025
Q1 | $1.99M | Sell |
5,308
-963
| -15% | -$362K | 0.65% | 26 |
|
|
2024
Q4 | $2.64M | Buy |
6,271
+93
| +2% | +$39.2K | 0.78% | 28 |
|
|
2024
Q3 | $2.66M | Sell |
6,178
-220
| -3% | -$94.6K | 0.78% | 28 |
|
|
2024
Q2 | $2.86M | Sell |
6,398
-276
| -4% | -$123K | 0.91% | 26 |
|
|
2024
Q1 | $2.81M | Sell |
6,674
-961
| -13% | -$404K | 1.01% | 25 |
|
|
2023
Q4 | $2.87M | Sell |
7,635
-264
| -3% | -$99.3K | 1.07% | 22 |
|
|
2023
Q3 | $2.49M | Buy |
7,899
+442
| +6% | +$140K | 1.08% | 20 |
|
|
2023
Q2 | $2.54M | Sell |
7,457
-1,160
| -13% | -$395K | 1.11% | 20 |
|
|
2023
Q1 | $2.48M | Buy |
8,617
+227
| +3% | +$65.4K | 1.2% | 18 |
|
|
2022
Q4 | $2.01M | Buy |
8,390
+351
| +4% | +$84.2K | 1.07% | 20 |
|
|
2022
Q3 | $1.87M | Sell |
8,039
-741
| -8% | -$173K | 0.98% | 26 |
|
|
2022
Q2 | $2.26M | Buy |
8,780
+1,592
| +22% | +$409K | 1.11% | 23 |
|
|
2022
Q1 | $2.22M | Buy |
7,188
+2,501
| +53% | +$771K | 0.91% | 26 |
|
|
2021
Q4 | $1.58M | Buy |
4,687
+333
| +8% | +$112K | 0.64% | 29 |
|
|
2021
Q3 | $1.23M | Sell |
4,354
-2,031
| -32% | -$572K | 0.56% | 36 |
|
|
2021
Q2 | $1.73M | Buy |
6,385
+117
| +2% | +$31.7K | 0.91% | 27 |
|
|
2021
Q1 | $1.48M | Sell |
6,268
-88
| -1% | -$20.7K | 0.87% | 27 |
|
|
2020
Q4 | $1.41M | Buy |
6,356
+253
| +4% | +$56.2K | 0.97% | 19 |
|
|
2020
Q3 | $1.28M | Buy |
6,103
+560
| +10% | +$118K | 0.98% | 24 |
|
|
2020
Q2 | $1.13M | Sell |
5,543
-1,442
| -21% | -$293K | 0.91% | 26 |
|
|
2020
Q1 | $1.1M | Buy |
6,985
+1,853
| +36% | +$292K | 1.01% | 23 |
|
|
2019
Q4 | $809K | Buy |
+5,132
| New | +$809K | 0.52% | 39 |
|