SIA
Soltis Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.5M | Buy |
198,004
+16,774
| +9% | +$8.34M | 7.74% | 1 |
|
|
2025
Q1 | $68M | Buy |
181,230
+16,930
| +10% | +$6.36M | 6.08% | 1 |
|
|
2024
Q4 | $69.3M | Buy |
164,300
+18,010
| +12% | +$7.59M | 6.42% | 1 |
|
|
2024
Q3 | $62.9M | Buy |
146,290
+5,817
| +4% | +$2.5M | 6.15% | 1 |
|
|
2024
Q2 | $62.8M | Buy |
140,473
+10,298
| +8% | +$4.6M | 6.64% | 1 |
|
|
2024
Q1 | $54.8M | Buy |
130,175
+15,121
| +13% | +$6.36M | 6.13% | 1 |
|
|
2023
Q4 | $43.3M | Sell |
115,054
-1,417
| -1% | -$533K | 4.88% | 1 |
|
|
2023
Q3 | $36.8M | Buy |
116,471
+3,367
| +3% | +$1.06M | 4.73% | 2 |
|
|
2023
Q2 | $38.5M | Buy |
113,104
+10,680
| +10% | +$3.64M | 4.48% | 2 |
|
|
2023
Q1 | $29.5M | Buy |
102,424
+31,508
| +44% | +$9.08M | 3.76% | 3 |
|
|
2022
Q4 | $17M | Buy |
70,916
+5,317
| +8% | +$1.28M | 2.24% | 7 |
|
|
2022
Q3 | $15.3M | Buy |
65,599
+21,054
| +47% | +$4.9M | 2.3% | 10 |
|
|
2022
Q2 | $11.4M | Sell |
44,545
-2,789
| -6% | -$716K | 1.66% | 13 |
|
|
2022
Q1 | $14.6M | Buy |
47,334
+2,734
| +6% | +$843K | 2.03% | 10 |
|
|
2021
Q4 | $15M | Buy |
44,600
+3,195
| +8% | +$1.07M | 2.12% | 8 |
|
|
2021
Q3 | $11.7M | Sell |
41,405
-4,206
| -9% | -$1.19M | 1.81% | 11 |
|
|
2021
Q2 | $12.4M | Buy |
45,611
+10,562
| +30% | +$2.86M | 1.96% | 10 |
|
|
2021
Q1 | $8.26M | Buy |
35,049
+9,693
| +38% | +$2.29M | 1.51% | 11 |
|
|
2020
Q4 | $5.64M | Sell |
25,356
-84
| -0.3% | -$18.7K | 1.04% | 19 |
|
|
2020
Q3 | $5.35M | Sell |
25,440
-14,525
| -36% | -$3.06M | 1.26% | 18 |
|
|
2020
Q2 | $8.13M | Buy |
39,965
+10,944
| +38% | +$2.23M | 2.11% | 8 |
|
|
2020
Q1 | $4.58M | Buy |
29,021
+17,761
| +158% | +$2.8M | 1.42% | 22 |
|
|
2019
Q4 | $1.78M | Buy |
+11,260
| New | +$1.78M | 0.34% | 45 |
|