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