SIA
Schechter Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $19.1M | Sell |
50,796
-13,469
| -21% | -$5.06M | 1.57% | 13 |
|
|
2024
Q4 | $27.1M | Sell |
64,265
-1,876
| -3% | -$791K | 2.07% | 10 |
|
|
2024
Q3 | $28.5M | Sell |
66,141
-1,448
| -2% | -$623K | 2.1% | 10 |
|
|
2024
Q2 | $30.2M | Buy |
67,589
+714
| +1% | +$319K | 2.28% | 8 |
|
|
2024
Q1 | $28.1M | Buy |
66,875
+7,597
| +13% | +$3.2M | 2.11% | 10 |
|
|
2023
Q4 | $22.3M | Buy |
59,278
+12
| +0% | +$4.51K | 1.93% | 9 |
|
|
2023
Q3 | $18.7M | Buy |
59,266
+3,734
| +7% | +$1.18M | 1.81% | 8 |
|
|
2023
Q2 | $18.9M | Buy |
55,532
+763
| +1% | +$260K | 1.7% | 9 |
|
|
2023
Q1 | $15.8M | Buy |
54,769
+1,318
| +2% | +$380K | 1.46% | 10 |
|
|
2022
Q4 | $12.8M | Buy |
53,451
+7,128
| +15% | +$1.71M | 1.17% | 10 |
|
|
2022
Q3 | $10.8M | Sell |
46,323
-6,465
| -12% | -$1.51M | 1.06% | 9 |
|
|
2022
Q2 | $13.6M | Sell |
52,788
-445
| -0.8% | -$114K | 1.32% | 8 |
|
|
2022
Q1 | $16.4M | Buy |
53,233
+1,492
| +3% | +$460K | 1.53% | 5 |
|
|
2021
Q4 | $17.4M | Buy |
+51,741
| New | +$17.4M | 1.57% | 6 |
|