RDA Financial Network’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.5M | Buy |
36,145
+4,078
| +13% | +$1.65M | 2.94% | 4 |
|
|
2026
Q1 | $11.9M | Buy |
32,067
+1,011
| +3% | +$423K | 2.97% | 4 |
|
|
2025
Q4 | $15M | Buy |
31,056
+478
| +2% | +$240K | 3.62% | 3 |
|
|
2025
Q3 | $15.8M | Buy |
30,578
+1,116
| +4% | +$569K | 3.91% | 2 |
|
|
2025
Q2 | $14.7M | Buy |
29,462
+140
| +0.5% | +$60.8K | 3.96% | 2 |
|
|
2025
Q1 | $11M | Buy |
29,322
+1,121
| +4% | +$457K | 3.28% | 1 |
|
|
2024
Q4 | $11.9M | Buy |
28,201
+2,687
| +11% | +$1.14M | 3.47% | 3 |
|
|
2024
Q3 | $11M | Buy |
25,514
+737
| +3% | +$315K | 3.41% | 1 |
|
|
2024
Q2 | $11.1M | Buy |
24,777
+2,042
| +9% | +$862K | 3.63% | 1 |
|
|
2024
Q1 | $9.57M | Buy |
22,735
+467
| +2% | +$189K | 3.28% | 2 |
|
|
2023
Q4 | $8.37M | Buy |
22,268
+477
| +2% | +$170K | 3.17% | 2 |
|
|
2023
Q3 | $6.88M | Buy |
21,791
+450
| +2% | +$149K | 2.98% | 3 |
|
|
2023
Q2 | $7.27M | Buy |
21,341
+574
| +3% | +$180K | 3.06% | 3 |
|
|
2023
Q1 | $5.99M | Buy |
20,767
+130
| +0.6% | +$33.2K | 2.73% | 4 |
|
|
2022
Q4 | $4.95M | Sell |
20,637
-314
| -1% | -$75.4K | 2.49% | 4 |
|
|
2022
Q3 | $4.88M | Buy |
20,951
+192
| +0.9% | +$50.7K | 2.66% | 4 |
|
|
2022
Q2 | $5.33M | Buy |
20,759
+183
| +0.9% | +$49.7K | 2.69% | 4 |
|
|
2022
Q1 | $6.34M | Buy |
20,576
+797
| +4% | +$240K | 2.68% | 4 |
|
|
2021
Q4 | $6.65M | Buy |
19,779
+415
| +2% | +$135K | 2.71% | 4 |
|
|
2021
Q3 | $5.46M | Buy |
19,364
+108
| +0.6% | +$31.4K | 2.4% | 4 |
|
|
2021
Q2 | $5.22M | Buy |
19,256
+72
| +0.4% | +$18.3K | 2.3% | 4 |
|
|
2021
Q1 | $4.52M | Buy |
19,184
+527
| +3% | +$122K | 1.94% | 8 |
|
|
2020
Q4 | $4.15M | Buy |
18,657
+63
| +0.3% | +$13.5K | 1.87% | 7 |
|
|
2020
Q3 | $3.91M | Sell |
18,594
-647
| -3% | -$136K | 1.77% | 10 |
|
|
2020
Q2 | $3.92M | Buy |
19,241
+473
| +3% | +$85.9K | 1.95% | 11 |
|
|
2020
Q1 | $2.96M | Buy |
18,768
+1,818
| +11% | +$299K | 1.79% | 12 |
|
|
2019
Q4 | $2.85M | Buy |
16,950
+291
| +2% | +$42.8K | 1.16% | 15 |
|
|
2019
Q3 | $2.5M | Buy |
16,659
+1,418
| +9% | +$195K | 1.07% | 16 |
|
|
2019
Q2 | $2.09M | Buy |
15,241
+409
| +3% | +$51.9K | 0.94% | 19 |
|
|
2019
Q1 | $1.79M | Buy |
+14,832
| New | +$1.62M | 0.85% | 22 |
|
Other funds holding MSFT
PAM
CRM
CNB
WT
SP