SPIA
Strategic Point Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
1,001
+15
| +2% | +$7.46K | 0.08% | 28 |
|
|
2025
Q1 | $370K | Hold |
986
| – | – | 0.06% | 28 |
|
|
2024
Q4 | $416K | Hold |
986
| – | – | 0.07% | 28 |
|
|
2024
Q3 | $424K | Hold |
986
| – | – | 0.07% | 28 |
|
|
2024
Q2 | $441K | Buy |
986
+67
| +7% | +$29.9K | 0.08% | 28 |
|
|
2024
Q1 | $387K | Sell |
919
-20
| -2% | -$8.41K | 0.07% | 28 |
|
|
2023
Q4 | $353K | Sell |
939
-129
| -12% | -$48.5K | 0.07% | 29 |
|
|
2023
Q3 | $337K | Buy |
1,068
+180
| +20% | +$56.8K | 0.07% | 31 |
|
|
2023
Q2 | $302K | Hold |
888
| – | – | 0.06% | 30 |
|
|
2023
Q1 | $256K | Buy |
+888
| New | +$256K | 0.06% | 28 |
|
|
2021
Q4 | – | Sell |
-404
| Closed | -$114K | – | 27 |
|
|
2021
Q3 | $114K | Hold |
404
| – | – | 0.03% | 27 |
|
|
2021
Q2 | $109K | Buy |
+404
| New | +$109K | 0.03% | 30 |
|