RS
Retirement Solution’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
23,855
-4,241
| -15% | -$2.11M | 3.03% | 7 |
|
|
2025
Q1 | $10.5M | Buy |
28,096
+1,040
| +4% | +$390K | 2.9% | 7 |
|
|
2024
Q4 | $11.4M | Sell |
27,056
-12,454
| -32% | -$5.25M | 2.99% | 7 |
|
|
2024
Q3 | $17M | Buy |
39,510
+9,827
| +33% | +$4.23M | 4.14% | 5 |
|
|
2024
Q2 | $13.3M | Buy |
29,683
+1,446
| +5% | +$646K | 3.56% | 6 |
|
|
2024
Q1 | $11.9M | Buy |
28,237
+10,545
| +60% | +$4.44M | 3.22% | 6 |
|
|
2023
Q4 | $6.65M | Buy |
17,692
+310
| +2% | +$117K | 1.97% | 8 |
|
|
2023
Q3 | $5.49M | Buy |
17,382
+480
| +3% | +$152K | 1.81% | 9 |
|
|
2023
Q2 | $5.76M | Sell |
16,902
-782
| -4% | -$266K | 1.86% | 9 |
|
|
2023
Q1 | $5.1M | Buy |
17,684
+3,098
| +21% | +$893K | 1.79% | 9 |
|
|
2022
Q4 | $3.5M | Sell |
14,586
-1,826
| -11% | -$438K | 1.92% | 4 |
|
|
2022
Q3 | $3.82M | Sell |
16,412
-184
| -1% | -$42.9K | 2.05% | 4 |
|
|
2022
Q2 | $4.26M | Hold |
16,596
| – | – | 2.31% | 4 |
|
|
2022
Q1 | $5.12M | Buy |
16,596
+498
| +3% | +$154K | 2.26% | 5 |
|
|
2021
Q4 | $5.41M | Sell |
16,098
-1,875
| -10% | -$631K | 2.32% | 5 |
|
|
2021
Q3 | $5.07M | Buy |
17,973
+601
| +3% | +$169K | 2.33% | 5 |
|
|
2021
Q2 | $4.71M | Buy |
17,372
+612
| +4% | +$166K | 2.25% | 5 |
|
|
2021
Q1 | $3.95M | Buy |
16,760
+762
| +5% | +$180K | 2.38% | 3 |
|
|
2020
Q4 | $3.56M | Buy |
+15,998
| New | +$3.56M | 2.34% | 4 |
|