SIA
Sage Investment Advisers’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.36M | Sell |
3,157
-140
| -4% | -$60.2K | 1.42% | 25 |
|
|
2024
Q2 | $1.47M | Sell |
3,297
-127
| -4% | -$56.8K | 1.67% | 23 |
|
|
2024
Q1 | $1.44M | Sell |
3,424
-347
| -9% | -$146K | 1.65% | 23 |
|
|
2023
Q4 | $1.42M | Sell |
3,771
-72
| -2% | -$27.1K | 1.72% | 21 |
|
|
2023
Q3 | $1.21M | Buy |
3,843
+2
| +0.1% | +$632 | 1.66% | 26 |
|
|
2023
Q2 | $1.31M | Buy |
3,841
+3
| +0.1% | +$1.02K | 1.75% | 25 |
|
|
2023
Q1 | $1.11M | Buy |
3,838
+4
| +0.1% | +$1.15K | 1.48% | 28 |
|
|
2022
Q4 | $919K | Buy |
3,834
+406
| +12% | +$97.4K | 1.31% | 30 |
|
|
2022
Q3 | $798K | Buy |
3,428
+422
| +14% | +$98.2K | 1.26% | 31 |
|
|
2022
Q2 | $772K | Buy |
3,006
+33
| +1% | +$8.48K | 1.21% | 29 |
|
|
2022
Q1 | $917K | Buy |
2,973
+3
| +0.1% | +$925 | 1.21% | 30 |
|
|
2021
Q4 | $999K | Buy |
+2,970
| New | +$999K | 1.29% | 25 |
|