Sterling Investment Advisors (Missouri)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
560
-235
| -30% | -$159K | 0.2% | 27 |
|
|
2025
Q1 | $298K | Sell |
795
-12
| -1% | -$4.51K | 0.17% | 27 |
|
|
2024
Q4 | $340K | Hold |
807
| – | – | 0.2% | 25 |
|
|
2024
Q3 | $347K | Sell |
807
-1
| -0.1% | -$430 | 0.2% | 25 |
|
|
2024
Q2 | $361K | Buy |
808
+31
| +4% | +$13.9K | 0.22% | 25 |
|
|
2024
Q1 | $327K | Hold |
777
| – | – | 0.19% | 25 |
|
|
2023
Q4 | $292K | Buy |
777
+1
| +0.1% | +$376 | 0.18% | 25 |
|
|
2023
Q3 | $245K | Buy |
776
+133
| +21% | +$42K | 0.16% | 26 |
|
|
2023
Q2 | $219K | Buy |
+643
| New | +$219K | 0.14% | 29 |
|
|
2022
Q1 | – | Sell |
-643
| Closed | -$216K | – | 32 |
|
|
2021
Q4 | $216K | Buy |
+643
| New | +$216K | 0.12% | 28 |
|