Strategic Advocates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.09M | Buy |
10,228
+450
| +5% | +$224K | 1.51% | 13 |
|
2025
Q1 | $3.67M | Buy |
9,778
+3,460
| +55% | +$1.3M | 1.28% | 14 |
|
2024
Q4 | $2.66M | Buy |
6,318
+1,352
| +27% | +$570K | 0.9% | 21 |
|
2024
Q3 | $2.14M | Buy |
4,966
+693
| +16% | +$298K | 0.77% | 25 |
|
2024
Q2 | $1.91M | Sell |
4,273
-946
| -18% | -$423K | 0.76% | 24 |
|
2024
Q1 | $2.2M | Sell |
5,219
-7,456
| -59% | -$3.14M | 0.85% | 27 |
|
2023
Q4 | $4.77M | Sell |
12,675
-334
| -3% | -$126K | 2.03% | 12 |
|
2023
Q3 | $4.11M | Buy |
+13,009
| New | +$4.11M | 1.93% | 13 |
|