RIA
Realta Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.79M | Sell |
13,659
-24
| -0.2% | -$11.9K | 2.68% | 5 |
|
|
2025
Q1 | $5.14M | Sell |
13,683
-1,215
| -8% | -$456K | 2.34% | 5 |
|
|
2024
Q4 | $6.31M | Sell |
14,898
-1,003
| -6% | -$425K | 2.59% | 5 |
|
|
2024
Q3 | $6.66M | Sell |
15,901
-21,328
| -57% | -$8.94M | 3.07% | 4 |
|
|
2024
Q2 | $16.6M | Buy |
37,229
+685
| +2% | +$306K | 3.26% | 4 |
|
|
2024
Q1 | $15.4M | Sell |
36,544
-1,156
| -3% | -$486K | 3.17% | 3 |
|
|
2023
Q4 | $14.2M | Buy |
37,700
+109
| +0.3% | +$41K | 3.2% | 3 |
|
|
2023
Q3 | $12.8M | Buy |
37,591
+33
| +0.1% | +$11.2K | 2.94% | 3 |
|
|
2023
Q2 | $12.8M | Sell |
37,558
-3,479
| -8% | -$1.18M | 2.79% | 3 |
|
|
2023
Q1 | $11.8M | Sell |
41,037
-2,399
| -6% | -$692K | 2.88% | 3 |
|
|
2022
Q4 | $10.4M | Buy |
43,436
+2,352
| +6% | +$564K | 2.54% | 2 |
|
|
2022
Q3 | $9.57M | Buy |
41,084
+1,184
| +3% | +$276K | 2.51% | 3 |
|
|
2022
Q2 | $10.4M | Sell |
39,900
-2,286
| -5% | -$593K | 2.54% | 5 |
|
|
2022
Q1 | $13M | Buy |
42,186
+132
| +0.3% | +$40.7K | 2.59% | 5 |
|
|
2021
Q4 | $14.1M | Buy |
42,054
+2,418
| +6% | +$813K | 3.11% | 3 |
|
|
2021
Q3 | $11.2M | Sell |
39,636
-84
| -0.2% | -$23.7K | 2.63% | 3 |
|
|
2021
Q2 | $10.8M | Sell |
39,720
-503
| -1% | -$136K | 2.55% | 3 |
|
|
2021
Q1 | $9.48M | Buy |
40,223
+4,950
| +14% | +$1.17M | 2.49% | 3 |
|
|
2020
Q4 | $7.85M | Sell |
35,273
-1,592
| -4% | -$354K | 2.22% | 5 |
|
|
2020
Q3 | $7.75M | Sell |
36,865
-22
| -0.1% | -$4.63K | 2.6% | 4 |
|
|
2020
Q2 | $7.51M | Buy |
36,887
+6,301
| +21% | +$1.28M | 2.47% | 4 |
|
|
2020
Q1 | $4.82M | Sell |
30,586
-1,942
| -6% | -$306K | 2.07% | 4 |
|
|
2019
Q4 | $4.92M | Sell |
32,528
-4,507
| -12% | -$681K | 1.34% | 6 |
|
|
2019
Q3 | $5.16M | Sell |
37,035
-660
| -2% | -$92K | 1.4% | 7 |
|
|
2019
Q2 | $5.02M | Buy |
37,695
+19,156
| +103% | +$2.55M | 1.39% | 7 |
|
|
2019
Q1 | $2.19M | Buy |
+18,539
| New | +$2.19M | 1% | 5 |
|