RFA
RTD Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
1,672
-269
| -14% | -$134K | 0.11% | 66 |
|
|
2025
Q1 | $729K | Buy |
1,941
+201
| +12% | +$75.5K | 0.1% | 71 |
|
|
2024
Q4 | $734K | Buy |
1,740
+311
| +22% | +$131K | 0.09% | 71 |
|
|
2024
Q3 | $615K | Buy |
1,429
+62
| +5% | +$26.7K | 0.08% | 76 |
|
|
2024
Q2 | $611K | Buy |
1,367
+41
| +3% | +$18.3K | 0.08% | 72 |
|
|
2024
Q1 | $558K | Hold |
1,326
| – | – | 0.08% | 72 |
|
|
2023
Q4 | $499K | Sell |
1,326
-86
| -6% | -$32.3K | 0.07% | 76 |
|
|
2023
Q3 | $446K | Hold |
1,412
| – | – | 0.07% | 77 |
|
|
2023
Q2 | $481K | Buy |
1,412
+86
| +6% | +$29.3K | 0.07% | 74 |
|
|
2023
Q1 | $382K | Sell |
1,326
-137
| -9% | -$39.5K | 0.06% | 78 |
|
|
2022
Q4 | $351K | Sell |
1,463
-97
| -6% | -$23.3K | 0.06% | 81 |
|
|
2022
Q3 | $363K | Sell |
1,560
-1,802
| -54% | -$419K | 0.07% | 74 |
|
|
2022
Q2 | $863K | Sell |
3,362
-63
| -2% | -$16.2K | 0.13% | 64 |
|
|
2022
Q1 | $1.06M | Buy |
3,425
+161
| +5% | +$49.6K | 0.14% | 61 |
|
|
2021
Q4 | $1.1M | Buy |
+3,264
| New | +$1.1M | 0.14% | 62 |
|