SRA
Secured Retirement Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Sell |
14,128
-447
| -3% | -$222K | 4.19% | 2 |
|
|
2025
Q1 | $5.47M | Buy |
14,575
+6,653
| +84% | +$2.5M | 3.53% | 3 |
|
|
2024
Q4 | $3.34M | Buy |
7,922
+269
| +4% | +$113K | 1.91% | 6 |
|
|
2024
Q3 | $3.29M | Buy |
7,653
+209
| +3% | +$89.9K | 2.37% | 5 |
|
|
2024
Q2 | $3.33M | Buy |
7,444
+672
| +10% | +$300K | 2.59% | 5 |
|
|
2024
Q1 | $2.85M | Sell |
6,772
-1,136
| -14% | -$478K | 2.42% | 5 |
|
|
2023
Q4 | $2.97M | Buy |
+7,908
| New | +$2.97M | 2.86% | 5 |
|