SIAP
Sterling Investment Advisors (Pennsylvania)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
25,887
+583
| +2% | +$290K | 2.82% | 5 |
|
|
2025
Q1 | $9.5M | Buy |
25,304
+610
| +2% | +$229K | 2.28% | 7 |
|
|
2024
Q4 | $10.4M | Buy |
24,694
+451
| +2% | +$190K | 2.52% | 6 |
|
|
2024
Q3 | $10.4M | Buy |
24,243
+2,404
| +11% | +$1.03M | 2.64% | 5 |
|
|
2024
Q2 | $9.76M | Buy |
21,839
+370
| +2% | +$165K | 2.64% | 7 |
|
|
2024
Q1 | $9.03M | Sell |
21,469
-435
| -2% | -$183K | 2.54% | 7 |
|
|
2023
Q4 | $8.24M | Buy |
21,904
+305
| +1% | +$115K | 2.57% | 8 |
|
|
2023
Q3 | $6.82M | Buy |
21,599
+167
| +0.8% | +$52.7K | 2.38% | 9 |
|
|
2023
Q2 | $7.3M | Sell |
21,432
-418
| -2% | -$142K | 2.41% | 9 |
|
|
2023
Q1 | $6.3M | Buy |
21,850
+2,416
| +12% | +$697K | 2.12% | 12 |
|
|
2022
Q4 | $4.66M | Sell |
19,434
-14
| -0.1% | -$3.36K | 1.67% | 14 |
|
|
2022
Q3 | $4.53M | Sell |
19,448
-42
| -0.2% | -$9.78K | 1.7% | 14 |
|
|
2022
Q2 | $5.01M | Buy |
19,490
+12
| +0.1% | +$3.08K | 1.72% | 11 |
|
|
2022
Q1 | $6.01M | Sell |
19,478
-977
| -5% | -$301K | 1.7% | 13 |
|
|
2021
Q4 | $6.88M | Sell |
20,455
-1,258
| -6% | -$423K | 1.94% | 10 |
|
|
2021
Q3 | $6.12M | Sell |
21,713
-930
| -4% | -$262K | 1.82% | 11 |
|
|
2021
Q2 | $6.13M | Buy |
22,643
+9
| +0% | +$2.44K | 1.79% | 10 |
|
|
2021
Q1 | $5.34M | Sell |
22,634
-207
| -0.9% | -$48.8K | 1.72% | 13 |
|
|
2020
Q4 | $5.08M | Sell |
22,841
-813
| -3% | -$181K | 1.72% | 15 |
|
|
2020
Q3 | $4.98M | Sell |
23,654
-1,732
| -7% | -$364K | 1.92% | 11 |
|
|
2020
Q2 | $5.17M | Sell |
25,386
-583
| -2% | -$119K | 2.14% | 7 |
|
|
2020
Q1 | $4.1M | Sell |
25,969
-216
| -0.8% | -$34.1K | 2.16% | 9 |
|
|
2019
Q4 | $4.13M | Sell |
26,185
-954
| -4% | -$150K | 1.9% | 13 |
|
|
2019
Q3 | $3.77M | Sell |
27,139
-1,334
| -5% | -$185K | 1.93% | 12 |
|
|
2019
Q2 | $3.81M | Sell |
28,473
-2,873
| -9% | -$385K | 1.95% | 11 |
|
|
2019
Q1 | $3.7M | Buy |
31,346
+58
| +0.2% | +$6.84K | 1.88% | 12 |
|
|
2018
Q4 | $3.18M | Sell |
31,288
-628
| -2% | -$63.8K | 1.87% | 12 |
|
|
2018
Q3 | $3.65M | Buy |
31,916
+724
| +2% | +$82.8K | 1.92% | 12 |
|
|
2018
Q2 | $3.08M | Sell |
31,192
-212
| -0.7% | -$20.9K | 1.82% | 12 |
|
|
2018
Q1 | $2.87M | Sell |
31,404
-2,044
| -6% | -$187K | 1.76% | 12 |
|
|
2017
Q4 | $2.86M | Sell |
33,448
-3,093
| -8% | -$265K | 1.77% | 12 |
|
|
2017
Q3 | $2.72M | Sell |
36,541
-2,293
| -6% | -$171K | 1.8% | 12 |
|
|
2017
Q2 | $2.68M | Sell |
38,834
-495
| -1% | -$34.1K | 1.79% | 11 |
|
|
2017
Q1 | $2.59M | Sell |
39,329
-2,246
| -5% | -$148K | 1.86% | 11 |
|
|
2016
Q4 | $2.58M | Buy |
+41,575
| New | +$2.58M | 2.07% | 11 |
|