RA
Rational Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42M | Buy |
12,909
+3,387
| +36% | +$1.68M | 0.64% | 35 |
|
|
2025
Q1 | $3.57M | Sell |
9,522
-991
| -9% | -$372K | 0.36% | 47 |
|
|
2024
Q4 | $4.43M | Sell |
10,513
-748
| -7% | -$315K | 0.43% | 41 |
|
|
2024
Q3 | $4.85M | Buy |
11,261
+675
| +6% | +$290K | 0.47% | 32 |
|
|
2024
Q2 | $4.73M | Sell |
10,586
-94
| -0.9% | -$42K | 0.46% | 34 |
|
|
2024
Q1 | $4.49M | Sell |
10,680
-2,218
| -17% | -$933K | 0.42% | 32 |
|
|
2023
Q4 | $4.85M | Sell |
12,898
-1,935
| -13% | -$728K | 0.49% | 30 |
|
|
2023
Q3 | $4.69M | Buy |
14,833
+932
| +7% | +$294K | 0.42% | 28 |
|
|
2023
Q2 | $4.73M | Buy |
13,901
+692
| +5% | +$236K | 0.39% | 22 |
|
|
2023
Q1 | $3.81M | Sell |
13,209
-3,905
| -23% | -$1.13M | 0.31% | 31 |
|
|
2022
Q4 | $4.1M | Buy |
17,114
+9,213
| +117% | +$2.21M | 0.34% | 32 |
|
|
2022
Q3 | $1.84M | Sell |
7,901
-2,099
| -21% | -$489K | 0.15% | 54 |
|
|
2022
Q2 | $2.57M | Sell |
10,000
-3,797
| -28% | -$975K | 0.18% | 42 |
|
|
2022
Q1 | $4.25M | Sell |
13,797
-7,161
| -34% | -$2.21M | 0.25% | 35 |
|
|
2021
Q4 | $7.05M | Buy |
20,958
+5,831
| +39% | +$1.96M | 0.43% | 23 |
|
|
2021
Q3 | $4.26M | Buy |
15,127
+1,940
| +15% | +$547K | 0.33% | 29 |
|
|
2021
Q2 | $3.57M | Sell |
13,187
-142
| -1% | -$38.5K | 0.42% | 33 |
|
|
2021
Q1 | $3.14M | Sell |
13,329
-5,201
| -28% | -$1.23M | 0.58% | 31 |
|
|
2020
Q4 | $4.12M | Buy |
18,530
+4,103
| +28% | +$912K | 1.11% | 20 |
|
|
2020
Q3 | $3.04M | Buy |
14,427
+3,532
| +32% | +$743K | 1.3% | 12 |
|
|
2020
Q2 | $2.22M | Sell |
10,895
-3,099
| -22% | -$631K | 1.15% | 15 |
|
|
2020
Q1 | $2.21M | Sell |
13,994
-3,966
| -22% | -$625K | 1.61% | 8 |
|
|
2019
Q4 | $2.83M | Sell |
17,960
-8,788
| -33% | -$1.39M | 1.33% | 7 |
|
|
2019
Q3 | $3.72M | Sell |
26,748
-40,326
| -60% | -$5.61M | 1.44% | 8 |
|
|
2019
Q2 | $8.98M | Sell |
67,074
-3,707
| -5% | -$497K | 3.19% | 1 |
|
|
2019
Q1 | $8.35M | Buy |
70,781
+29,011
| +69% | +$3.42M | 2.26% | 5 |
|
|
2018
Q4 | $4.24M | Sell |
41,770
-19,923
| -32% | -$2.02M | 1.32% | 17 |
|
|
2018
Q3 | $7.06M | Buy |
61,693
+32,065
| +108% | +$3.67M | 1.69% | 15 |
|
|
2018
Q2 | $2.92M | Buy |
29,628
+4,841
| +20% | +$477K | 1.37% | 7 |
|
|
2018
Q1 | $2.26M | Sell |
24,787
-905
| -4% | -$82.6K | 1.07% | 11 |
|
|
2017
Q4 | $2.2M | Buy |
+25,692
| New | +$2.2M | 1.14% | 8 |
|
|
2017
Q3 | – | Sell |
-8,772
| Closed | -$605K | – | 362 |
|
|
2017
Q2 | $605K | Buy |
+8,772
| New | +$605K | 0.38% | 98 |
|
|
2015
Q3 | $60K | Hold |
1,362
| – | – | 0.02% | 245 |
|
|
2015
Q2 | $60K | Hold |
1,362
| – | – | 0.02% | 246 |
|
|
2015
Q1 | $55K | Sell |
1,362
-908
| -40% | -$36.7K | 0.01% | 248 |
|
|
2014
Q4 | $105K | Buy |
+2,270
| New | +$105K | 0.02% | 263 |
|
|
2013
Q4 | $6.25M | Sell |
167,115
-1,927
| -1% | -$72.1K | 0.54% | 40 |
|
|
2013
Q3 | $5.63M | Hold |
169,042
| – | – | 0.43% | 51 |
|
|
2013
Q2 | $5.84M | Buy |
+169,042
| New | +$5.84M | 0.49% | 39 |
|