SPA
Shore Point Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
866
+1
| +0.1% | +$497 | 0.21% | 46 |
|
|
2025
Q1 | $325K | Hold |
865
| – | – | 0.17% | 53 |
|
|
2024
Q4 | $365K | Hold |
865
| – | – | 0.2% | 47 |
|
|
2024
Q3 | $372K | Hold |
865
| – | – | 0.2% | 46 |
|
|
2024
Q2 | $387K | Buy |
865
+370
| +75% | +$165K | 0.22% | 44 |
|
|
2024
Q1 | $208K | Buy |
+495
| New | +$208K | 0.12% | 57 |
|
|
2022
Q1 | – | Sell |
-119
| Closed | -$40K | – | 137 |
|
|
2021
Q4 | $40K | Buy |
+119
| New | +$40K | 0.03% | 77 |
|