Sage Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.92M | Sell |
3,850
-654
| -15% | -$325K | 1.37% | 13 |
|
2025
Q1 | $1.69M | Buy |
4,504
+252
| +6% | +$94.6K | 1.19% | 14 |
|
2024
Q4 | $1.79M | Buy |
4,252
+158
| +4% | +$66.6K | 1.34% | 13 |
|
2024
Q3 | $1.76M | Buy |
4,094
+146
| +4% | +$62.8K | 1.39% | 11 |
|
2024
Q2 | $1.76M | Buy |
3,948
+1,256
| +47% | +$561K | 1.43% | 13 |
|
2024
Q1 | $1.13M | Buy |
2,692
+2,011
| +295% | +$846K | 1.01% | 15 |
|
2023
Q4 | $256K | Buy |
+681
| New | +$256K | 0.25% | 22 |
|