SIS
Sound Income Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
22,013
+1,992
| +10% | +$991K | 0.63% | 55 |
|
|
2025
Q1 | $7.52M | Buy |
20,021
+1,725
| +9% | +$648K | 0.44% | 63 |
|
|
2024
Q4 | $7.71M | Buy |
18,296
+1,381
| +8% | +$582K | 0.48% | 64 |
|
|
2024
Q3 | $7.28M | Buy |
16,915
+1,085
| +7% | +$467K | 0.47% | 60 |
|
|
2024
Q2 | $7.08M | Buy |
15,830
+1,759
| +13% | +$786K | 0.44% | 62 |
|
|
2024
Q1 | $5.92M | Buy |
14,071
+2,190
| +18% | +$921K | 0.44% | 59 |
|
|
2023
Q4 | $4.47M | Buy |
11,881
+1,104
| +10% | +$415K | 0.37% | 64 |
|
|
2023
Q3 | $3.4M | Buy |
10,777
+299
| +3% | +$94.4K | 0.29% | 74 |
|
|
2023
Q2 | $3.57M | Buy |
10,478
+507
| +5% | +$173K | 0.37% | 68 |
|
|
2023
Q1 | $2.87M | Sell |
9,971
-287
| -3% | -$82.7K | 0.31% | 73 |
|
|
2022
Q4 | $2.46M | Buy |
10,258
+2,084
| +25% | +$500K | 0.31% | 69 |
|
|
2022
Q3 | $1.9M | Buy |
8,174
+801
| +11% | +$187K | 0.28% | 68 |
|
|
2022
Q2 | $1.89M | Buy |
7,373
+845
| +13% | +$217K | 0.25% | 70 |
|
|
2022
Q1 | $2.01M | Sell |
6,528
-69
| -1% | -$21.3K | 0.23% | 70 |
|
|
2021
Q4 | $2.22M | Buy |
6,597
+278
| +4% | +$93.5K | 0.26% | 70 |
|
|
2021
Q3 | $1.78M | Buy |
6,319
+1,426
| +29% | +$402K | 0.23% | 74 |
|
|
2021
Q2 | $1.33M | Sell |
4,893
-1,511
| -24% | -$409K | 0.19% | 76 |
|
|
2021
Q1 | $1.51M | Buy |
6,404
+968
| +18% | +$228K | 0.26% | 68 |
|
|
2020
Q4 | $1.21M | Sell |
5,436
-157
| -3% | -$34.9K | 0.27% | 51 |
|
|
2020
Q3 | $1.18M | Buy |
5,593
+295
| +6% | +$62K | 0.32% | 40 |
|
|
2020
Q2 | $1.08M | Buy |
5,298
+381
| +8% | +$77.5K | 0.32% | 36 |
|
|
2020
Q1 | $776K | Buy |
4,917
+1,341
| +38% | +$212K | 0.27% | 35 |
|
|
2019
Q4 | $564K | Buy |
3,576
+265
| +8% | +$41.8K | 0.15% | 39 |
|
|
2019
Q3 | $460K | Buy |
3,311
+651
| +24% | +$90.4K | 0.14% | 42 |
|
|
2019
Q2 | $356K | Buy |
2,660
+395
| +17% | +$52.9K | 0.12% | 47 |
|
|
2019
Q1 | $267K | Sell |
2,265
-163
| -7% | -$19.2K | 0.12% | 51 |
|
|
2018
Q4 | $247K | Sell |
2,428
-63
| -3% | -$6.41K | 0.13% | 50 |
|
|
2018
Q3 | $285K | Buy |
2,491
+664
| +36% | +$76K | 0.14% | 50 |
|
|
2018
Q2 | $180K | Buy |
1,827
+254
| +16% | +$25K | 0.1% | 55 |
|
|
2018
Q1 | $144K | Buy |
1,573
+66
| +4% | +$6.04K | 0.09% | 60 |
|
|
2017
Q4 | $135K | Buy |
+1,507
| New | +$135K | 0.09% | 54 |
|