RIA
Retirement Investment Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $266K | Hold |
534
| – | – | 0.02% | 49 |
|
2025
Q1 | $200K | Sell |
534
-31
| -5% | -$11.6K | 0.02% | 56 |
|
2024
Q4 | $238K | Buy |
565
+3
| +0.5% | +$1.26K | 0.03% | 49 |
|
2024
Q3 | $242K | Hold |
562
| – | – | 0.03% | 46 |
|
2024
Q2 | $251K | Buy |
+562
| New | +$251K | 0.03% | 45 |
|
2023
Q4 | – | Sell |
-996
| Closed | -$314K | – | 58 |
|
2023
Q3 | $314K | Hold |
996
| – | – | 0.03% | 48 |
|
2023
Q2 | $339K | Sell |
996
-100
| -9% | -$34.1K | 0.04% | 44 |
|
2023
Q1 | $316K | Buy |
+1,096
| New | +$316K | 0.06% | 45 |
|