SFA
Sequoia Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363M | Buy |
728,783
+45,809
| +7% | +$22.8M | 2.48% | 5 |
|
|
2025
Q1 | $256M | Buy |
682,974
+62,618
| +10% | +$23.5M | 1.98% | 7 |
|
|
2024
Q4 | $261M | Sell |
620,356
-4,519
| -0.7% | -$1.9M | 2.52% | 6 |
|
|
2024
Q3 | $269M | Buy |
624,875
+59,233
| +10% | +$25.5M | 2.88% | 5 |
|
|
2024
Q2 | $253M | Buy |
565,642
+43,200
| +8% | +$19.3M | 3.05% | 5 |
|
|
2024
Q1 | $220M | Buy |
522,442
+4,437
| +0.9% | +$1.87M | 2.73% | 4 |
|
|
2023
Q4 | $195M | Buy |
518,005
+247,609
| +92% | +$93.1M | 2.42% | 6 |
|
|
2023
Q3 | $85.4M | Buy |
270,396
+16,081
| +6% | +$5.08M | 1.5% | 15 |
|
|
2023
Q2 | $86.6M | Buy |
254,315
+25,541
| +11% | +$8.7M | 1.49% | 15 |
|
|
2023
Q1 | $66M | Buy |
228,774
+5,047
| +2% | +$1.46M | 1.47% | 12 |
|
|
2022
Q4 | $53.7M | Buy |
223,727
+54,247
| +32% | +$13M | 1.32% | 17 |
|
|
2022
Q3 | $39.5M | Sell |
169,480
-13,128
| -7% | -$3.06M | 1.24% | 19 |
|
|
2022
Q2 | $46.9M | Sell |
182,608
-10,154
| -5% | -$2.61M | 1.33% | 15 |
|
|
2022
Q1 | $59.4M | Buy |
192,762
+17,052
| +10% | +$5.26M | 1.49% | 17 |
|
|
2021
Q4 | $59.1M | Buy |
175,710
+127,314
| +263% | +$42.8M | 1.61% | 14 |
|
|
2021
Q3 | $13.6M | Sell |
48,396
-129,906
| -73% | -$36.6M | 1.39% | 17 |
|
|
2021
Q2 | $48.3M | Buy |
178,302
+14,823
| +9% | +$4.02M | 1.76% | 12 |
|
|
2021
Q1 | $38.5M | Buy |
163,479
+11,931
| +8% | +$2.81M | 1.61% | 14 |
|
|
2020
Q4 | $33.7M | Buy |
151,548
+5,742
| +4% | +$1.28M | 1.54% | 14 |
|
|
2020
Q3 | $30.7M | Buy |
145,806
+1,974
| +1% | +$415K | 1.62% | 13 |
|
|
2020
Q2 | $29.3M | Buy |
143,832
+123
| +0.1% | +$25K | 1.73% | 12 |
|
|
2020
Q1 | $22.7M | Buy |
143,709
+14,610
| +11% | +$2.3M | 1.67% | 14 |
|
|
2019
Q4 | $20.4M | Buy |
129,099
+5,109
| +4% | +$806K | 1.29% | 15 |
|
|
2019
Q3 | $17.2M | Sell |
123,990
-6,865
| -5% | -$954K | 1.25% | 14 |
|
|
2019
Q2 | $17.5M | Buy |
130,855
+4,422
| +3% | +$592K | 1.3% | 15 |
|
|
2019
Q1 | $14.9M | Buy |
126,433
+26,317
| +26% | +$3.1M | 1.22% | 15 |
|
|
2018
Q4 | $10.2M | Sell |
100,116
-65
| -0.1% | -$6.6K | 1.18% | 18 |
|
|
2018
Q3 | $11.5M | Sell |
100,181
-2,966
| -3% | -$339K | 1.14% | 16 |
|
|
2018
Q2 | $10.2M | Buy |
103,147
+25,332
| +33% | +$2.5M | 1.08% | 16 |
|
|
2018
Q1 | $7.1M | Buy |
77,815
+26,853
| +53% | +$2.45M | 0.75% | 22 |
|
|
2017
Q4 | $4.36M | Buy |
50,962
+5,203
| +11% | +$445K | 0.46% | 45 |
|
|
2017
Q3 | $3.41M | Buy |
45,759
+5,022
| +12% | +$374K | 0.4% | 53 |
|
|
2017
Q2 | $2.81M | Buy |
40,737
+2,523
| +7% | +$174K | 0.35% | 60 |
|
|
2017
Q1 | $2.52M | Sell |
38,214
-1,409
| -4% | -$92.8K | 0.32% | 62 |
|
|
2016
Q4 | $2.46M | Sell |
39,623
-332
| -0.8% | -$20.6K | 0.35% | 55 |
|
|
2016
Q3 | $2.3M | Sell |
39,955
-395
| -1% | -$22.7K | 0.43% | 43 |
|
|
2016
Q2 | $2.07M | Sell |
40,350
-427
| -1% | -$21.9K | 0.58% | 44 |
|
|
2016
Q1 | $2.25M | Buy |
40,777
+4,681
| +13% | +$259K | 0.73% | 34 |
|
|
2015
Q4 | $2M | Sell |
36,096
-300
| -0.8% | -$16.6K | 0.81% | 28 |
|
|
2015
Q3 | $1.61M | Sell |
36,396
-1,114
| -3% | -$49.3K | 0.7% | 30 |
|
|
2015
Q2 | $1.66M | Buy |
37,510
+3,067
| +9% | +$135K | 0.7% | 23 |
|
|
2015
Q1 | $1.4M | Sell |
34,443
-26,799
| -44% | -$1.09M | 0.64% | 29 |
|
|
2014
Q4 | $2.85M | Buy |
61,242
+3,097
| +5% | +$144K | 1.94% | 9 |
|
|
2014
Q3 | $2.7M | Sell |
58,145
-1,614
| -3% | -$74.8K | 1.87% | 9 |
|
|
2014
Q2 | $2.49M | Buy |
59,759
+2,634
| +5% | +$110K | 1.89% | 10 |
|
|
2014
Q1 | $2.34M | Sell |
57,125
-17,059
| -23% | -$699K | 1.95% | 8 |
|
|
2013
Q4 | $2.78M | Buy |
+74,184
| New | +$2.78M | 2.3% | 7 |
|