SIA
Schear Investment Advisers’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Sell |
14,935
-253
| -2% | -$126K | 3.68% | 4 |
|
|
2025
Q1 | $5.7M | Buy |
15,188
+57
| +0.4% | +$21.4K | 3.28% | 7 |
|
|
2024
Q4 | $6.38M | Buy |
15,131
+1,262
| +9% | +$532K | 3.4% | 8 |
|
|
2024
Q3 | $5.97M | Buy |
13,869
+1,209
| +10% | +$520K | 3.69% | 5 |
|
|
2024
Q2 | $5.66M | Buy |
12,660
+807
| +7% | +$361K | 4.09% | 4 |
|
|
2024
Q1 | $4.99M | Buy |
11,853
+625
| +6% | +$263K | 4% | 5 |
|
|
2023
Q4 | $4.22M | Buy |
11,228
+76
| +0.7% | +$28.6K | 4.07% | 5 |
|
|
2023
Q3 | $3.52M | Sell |
11,152
-264
| -2% | -$83.4K | 3.8% | 5 |
|
|
2023
Q2 | $3.89M | Buy |
11,416
+593
| +5% | +$202K | 4.11% | 4 |
|
|
2023
Q1 | $3.12M | Buy |
10,823
+299
| +3% | +$86.2K | 3.73% | 3 |
|
|
2022
Q4 | $2.52M | Buy |
+10,524
| New | +$2.52M | 3.11% | 5 |
|