RAG
RIA Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Buy |
12,626
+938
| +8% | +$467K | 1.85% | 13 |
|
|
2025
Q1 | $4.39M | Buy |
11,688
+1,538
| +15% | +$577K | 1.43% | 15 |
|
|
2024
Q4 | $4.28M | Buy |
10,150
+3,129
| +45% | +$1.32M | 1.45% | 15 |
|
|
2024
Q3 | $3.02M | Buy |
+7,021
| New | +$3.02M | 1.07% | 15 |
|
|
2024
Q1 | $1.92M | Buy |
+4,570
| New | +$1.92M | 0.78% | 24 |
|
|
2023
Q4 | – | Sell |
-5,171
| Closed | -$1.63M | – | 161 |
|
|
2023
Q3 | $1.63M | Sell |
5,171
-1,553
| -23% | -$490K | 0.73% | 15 |
|
|
2023
Q2 | $2.31M | Sell |
6,724
-1,428
| -18% | -$490K | 0.99% | 12 |
|
|
2023
Q1 | $2.36M | Buy |
8,152
+496
| +6% | +$144K | 1.09% | 14 |
|
|
2022
Q4 | $1.44M | Buy |
+7,656
| New | +$1.44M | 0.83% | 18 |
|