SIA
Spectrum Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
1,313
+39
| +3% | +$19.4K | 0.38% | 19 |
|
|
2025
Q1 | $478K | Sell |
1,274
-137
| -10% | -$51.4K | 0.31% | 20 |
|
|
2024
Q4 | $595K | Buy |
1,411
+10
| +0.7% | +$4.22K | 0.4% | 18 |
|
|
2024
Q3 | $603K | Buy |
1,401
+1
| +0.1% | +$430 | 0.41% | 17 |
|
|
2024
Q2 | $626K | Sell |
1,400
-493
| -26% | -$220K | 0.46% | 17 |
|
|
2024
Q1 | $797K | Buy |
1,893
+60
| +3% | +$25.2K | 0.59% | 17 |
|
|
2023
Q4 | $689K | Buy |
+1,833
| New | +$689K | 0.55% | 18 |
|