RCA
Resonant Capital Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Buy |
45,803
+7,649
| +20% | +$3.8M | 1.45% | 17 |
|
|
2025
Q1 | $14.3M | Buy |
38,154
+580
| +2% | +$218K | 1% | 27 |
|
|
2024
Q4 | $15.8M | Buy |
37,574
+394
| +1% | +$166K | 1.16% | 21 |
|
|
2024
Q3 | $16M | Buy |
37,180
+1,569
| +4% | +$675K | 1.18% | 20 |
|
|
2024
Q2 | $15.9M | Buy |
35,611
+1,861
| +6% | +$832K | 1.29% | 20 |
|
|
2024
Q1 | $14.2M | Buy |
33,750
+4,751
| +16% | +$2M | 1.21% | 19 |
|
|
2023
Q4 | $10.9M | Sell |
28,999
-541
| -2% | -$203K | 1.05% | 23 |
|
|
2023
Q3 | $9.33M | Buy |
29,540
+1,156
| +4% | +$365K | 0.99% | 26 |
|
|
2023
Q2 | $9.67M | Buy |
28,384
+1,479
| +5% | +$504K | 1.05% | 27 |
|
|
2023
Q1 | $7.76M | Buy |
26,905
+208
| +0.8% | +$60K | 0.88% | 31 |
|
|
2022
Q4 | $6.4M | Buy |
26,697
+4,126
| +18% | +$989K | 0.8% | 33 |
|
|
2022
Q3 | $5.26M | Buy |
22,571
+825
| +4% | +$192K | 0.8% | 30 |
|
|
2022
Q2 | $5.59M | Buy |
21,746
+786
| +4% | +$202K | 0.87% | 26 |
|
|
2022
Q1 | $6.49M | Buy |
20,960
+549
| +3% | +$170K | 0.96% | 22 |
|
|
2021
Q4 | $6.87M | Buy |
20,411
+1,358
| +7% | +$457K | 1.03% | 20 |
|
|
2021
Q3 | $5.37M | Buy |
19,053
+1,773
| +10% | +$500K | 0.93% | 23 |
|
|
2021
Q2 | $4.68M | Buy |
17,280
+548
| +3% | +$148K | 0.91% | 19 |
|
|
2021
Q1 | $3.95M | Sell |
16,732
-435
| -3% | -$103K | 0.81% | 23 |
|
|
2020
Q4 | $3.82M | Sell |
17,167
-1,202
| -7% | -$267K | 0.9% | 19 |
|
|
2020
Q3 | $3.86M | Sell |
18,369
-2,584
| -12% | -$544K | 1.1% | 19 |
|
|
2020
Q2 | $4.26M | Sell |
20,953
-5,025
| -19% | -$1.02M | 1.24% | 19 |
|
|
2020
Q1 | $4.1M | Sell |
25,978
-345
| -1% | -$54.4K | 1.49% | 17 |
|
|
2019
Q4 | $4.15M | Buy |
+26,323
| New | +$4.15M | 1.31% | 16 |
|