Strategic Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Sell |
33,814
-1,865
| -5% | -$925K | 1.63% | 13 |
|
|
2025
Q1 | $13.4M | Buy |
35,679
+458
| +1% | +$172K | 1.42% | 22 |
|
|
2024
Q4 | $14.8M | Sell |
35,221
-271
| -0.8% | -$114K | 1.58% | 17 |
|
|
2024
Q3 | $15.3M | Sell |
35,492
-49
| -0.1% | -$21.1K | 1.67% | 14 |
|
|
2024
Q2 | $15.9M | Buy |
35,541
+890
| +3% | +$398K | 1.94% | 10 |
|
|
2024
Q1 | $14.6M | Buy |
34,651
+2,485
| +8% | +$1.05M | 1.87% | 9 |
|
|
2023
Q4 | $12.1M | Sell |
32,166
-381
| -1% | -$143K | 1.75% | 13 |
|
|
2023
Q3 | $10.3M | Sell |
32,547
-107
| -0.3% | -$33.8K | 1.69% | 13 |
|
|
2023
Q2 | $11.1M | Buy |
32,654
+1,442
| +5% | +$491K | 1.54% | 17 |
|
|
2023
Q1 | $9M | Buy |
31,212
+2,131
| +7% | +$614K | 1.63% | 12 |
|
|
2022
Q4 | $6.97M | Buy |
29,081
+875
| +3% | +$210K | 1.45% | 17 |
|
|
2022
Q3 | $6.57M | Buy |
28,206
+1,042
| +4% | +$243K | 1.48% | 14 |
|
|
2022
Q2 | $6.98M | Buy |
27,164
+1,596
| +6% | +$410K | 1.39% | 15 |
|
|
2022
Q1 | $7.88M | Buy |
25,568
+1,815
| +8% | +$560K | 1.49% | 13 |
|
|
2021
Q4 | $7.99M | Sell |
23,753
-1,632
| -6% | -$549K | 1.54% | 15 |
|
|
2021
Q3 | $7.16M | Buy |
25,385
+647
| +3% | +$182K | 1.57% | 18 |
|
|
2021
Q2 | $6.7M | Buy |
24,738
+2,893
| +13% | +$784K | 1.53% | 19 |
|
|
2021
Q1 | $5.15M | Buy |
21,845
+1,598
| +8% | +$377K | 1.34% | 22 |
|
|
2020
Q4 | $4.5M | Buy |
20,247
+7,749
| +62% | +$1.72M | 1.3% | 20 |
|
|
2020
Q3 | $2.63M | Buy |
12,498
+1,402
| +13% | +$295K | 0.89% | 31 |
|
|
2020
Q2 | $2.26M | Buy |
11,096
+39
| +0.4% | +$7.94K | 0.85% | 33 |
|
|
2020
Q1 | $1.74M | Buy |
11,057
+449
| +4% | +$70.8K | 0.8% | 36 |
|
|
2019
Q4 | $1.67M | Buy |
10,608
+79
| +0.8% | +$12.5K | 0.69% | 38 |
|
|
2019
Q3 | $1.46M | Buy |
10,529
+1,428
| +16% | +$199K | 0.7% | 34 |
|
|
2019
Q2 | $1.21M | Buy |
9,101
+93
| +1% | +$12.4K | 0.66% | 39 |
|
|
2019
Q1 | $1.06M | Sell |
9,008
-2,159
| -19% | -$255K | 0.73% | 37 |
|
|
2018
Q4 | $1.13M | Buy |
+11,167
| New | +$1.13M | 1.02% | 28 |
|