RIS
Retirement Income Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
6,018
+135
| +2% | +$67.2K | 0.55% | 26 |
|
|
2025
Q1 | $2.21M | Sell |
5,883
-137
| -2% | -$51.4K | 0.46% | 28 |
|
|
2024
Q4 | $2.54M | Sell |
6,020
-569
| -9% | -$240K | 0.51% | 25 |
|
|
2024
Q3 | $2.84M | Buy |
6,589
+27
| +0.4% | +$11.6K | 0.65% | 23 |
|
|
2024
Q2 | $2.93M | Hold |
6,562
| – | – | 0.71% | 22 |
|
|
2024
Q1 | $2.76M | Sell |
6,562
-9
| -0.1% | -$3.79K | 0.63% | 23 |
|
|
2023
Q4 | $2.47M | Buy |
6,571
+32
| +0.5% | +$12K | 0.61% | 25 |
|
|
2023
Q3 | $2.06M | Sell |
6,539
-142
| -2% | -$44.8K | 0.58% | 26 |
|
|
2023
Q2 | $2.28M | Sell |
6,681
-168
| -2% | -$57.2K | 0.61% | 26 |
|
|
2023
Q1 | $1.97M | Buy |
6,849
+1,433
| +26% | +$413K | 0.58% | 25 |
|
|
2022
Q4 | $1.3M | Sell |
5,416
-1,120
| -17% | -$269K | 0.41% | 32 |
|
|
2022
Q3 | $1.55M | Hold |
6,536
| – | – | 0.56% | 28 |
|
|
2022
Q2 | $1.68M | Sell |
6,536
-833
| -11% | -$214K | 0.6% | 25 |
|
|
2022
Q1 | $2.27M | Buy |
7,369
+32
| +0.4% | +$9.87K | 0.63% | 21 |
|
|
2021
Q4 | $2.47M | Buy |
7,337
+162
| +2% | +$54.5K | 0.66% | 21 |
|
|
2021
Q3 | $2.02M | Buy |
7,175
+1
| +0% | +$282 | 0.68% | 21 |
|
|
2021
Q2 | $1.94M | Hold |
7,174
| – | – | 0.67% | 24 |
|
|
2021
Q1 | $1.69M | Buy |
7,174
+1
| +0% | +$236 | 0.58% | 26 |
|
|
2020
Q4 | $1.6M | Buy |
7,173
+24
| +0.3% | +$5.34K | 0.58% | 25 |
|
|
2020
Q3 | $1.5M | Buy |
7,149
+174
| +2% | +$36.6K | 0.67% | 26 |
|
|
2020
Q2 | $1.42M | Buy |
6,975
+315
| +5% | +$64.1K | 0.6% | 24 |
|
|
2020
Q1 | $1.05M | Buy |
6,660
+741
| +13% | +$117K | 0.59% | 22 |
|
|
2019
Q4 | $933K | Sell |
5,919
-317
| -5% | -$50K | 0.39% | 29 |
|
|
2019
Q3 | $867K | Buy |
6,236
+972
| +18% | +$135K | 0.46% | 27 |
|
|
2019
Q2 | $705K | Buy |
5,264
+19
| +0.4% | +$2.55K | 0.38% | 29 |
|
|
2019
Q1 | $619K | Buy |
5,245
+451
| +9% | +$53.2K | 0.35% | 31 |
|
|
2018
Q4 | $487K | Sell |
4,794
-71
| -1% | -$7.21K | 0.32% | 34 |
|
|
2018
Q3 | $556K | Sell |
4,865
-77
| -2% | -$8.8K | 0.31% | 33 |
|
|
2018
Q2 | $487K | Buy |
4,942
+2,207
| +81% | +$217K | 0.3% | 33 |
|
|
2018
Q1 | $250K | Sell |
2,735
-615
| -18% | -$56.2K | 0.15% | 54 |
|
|
2017
Q4 | $287K | Buy |
+3,350
| New | +$287K | 0.17% | 55 |
|