RZH
Relyea Zuckerberg Hanson’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
55,441
+1,917
| +4% | +$954K | 3.23% | 6 |
|
|
2025
Q1 | $20.1M | Sell |
53,524
-3,749
| -7% | -$1.41M | 2.71% | 7 |
|
|
2024
Q4 | $24.1M | Buy |
57,273
+23,761
| +71% | +$10M | 3.25% | 5 |
|
|
2024
Q3 | $14.4M | Buy |
33,512
+516
| +2% | +$222K | 2.19% | 8 |
|
|
2024
Q2 | $14.7M | Buy |
32,996
+1,029
| +3% | +$460K | 2.47% | 7 |
|
|
2024
Q1 | $13.4M | Buy |
31,967
+1,329
| +4% | +$559K | 2.36% | 7 |
|
|
2023
Q4 | $11.5M | Buy |
30,638
+1,602
| +6% | +$602K | 2.25% | 7 |
|
|
2023
Q3 | $9.17M | Buy |
29,036
+253
| +0.9% | +$79.9K | 2.09% | 7 |
|
|
2023
Q2 | $9.8M | Buy |
28,783
+3,080
| +12% | +$1.05M | 2.2% | 7 |
|
|
2023
Q1 | $7.41M | Buy |
25,703
+4,357
| +20% | +$1.26M | 1.81% | 12 |
|
|
2022
Q4 | $5.12M | Buy |
21,346
+2,691
| +14% | +$645K | 1.46% | 15 |
|
|
2022
Q3 | $4.35M | Buy |
18,655
+1,174
| +7% | +$273K | 1.57% | 17 |
|
|
2022
Q2 | $4.49M | Buy |
17,481
+651
| +4% | +$167K | 1.67% | 17 |
|
|
2022
Q1 | $4.84M | Buy |
16,830
+2,593
| +18% | +$746K | 1.59% | 15 |
|
|
2021
Q4 | $4.22M | Buy |
14,237
+1,046
| +8% | +$310K | 1.53% | 16 |
|
|
2021
Q3 | $3.72M | Sell |
13,191
-1,466
| -10% | -$413K | 1.44% | 16 |
|
|
2021
Q2 | $3.97M | Buy |
14,657
+216
| +1% | +$58.5K | 1.63% | 17 |
|
|
2021
Q1 | $3.78M | Sell |
14,441
-373
| -3% | -$97.7K | 1.67% | 16 |
|
|
2020
Q4 | $3.3M | Buy |
14,814
+145
| +1% | +$32.3K | 1.77% | 13 |
|
|
2020
Q3 | $3.22M | Buy |
14,669
+153
| +1% | +$33.6K | 2.07% | 12 |
|
|
2020
Q2 | $2.95M | Buy |
14,516
+188
| +1% | +$38.3K | 2.36% | 11 |
|
|
2020
Q1 | $2.26M | Sell |
14,328
-327
| -2% | -$51.6K | 2.47% | 12 |
|
|
2019
Q4 | $2.31M | Buy |
+14,655
| New | +$2.31M | 2.22% | 14 |
|