SCA
Stuart Chaussee & Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Hold |
2,506
| – | – | 0.28% | 17 |
|
|
2025
Q1 | $941K | Sell |
2,506
-139
| -5% | -$52.2K | 0.23% | 17 |
|
|
2024
Q4 | $1.12M | Buy |
2,645
+71
| +3% | +$29.9K | 0.28% | 16 |
|
|
2024
Q3 | $1.11M | Hold |
2,574
| – | – | 0.29% | 14 |
|
|
2024
Q2 | $1.15M | Hold |
2,574
| – | – | 0.32% | 13 |
|
|
2024
Q1 | $1.08M | Buy |
2,574
+500
| +24% | +$210K | 0.31% | 13 |
|
|
2023
Q4 | $780K | Buy |
2,074
+368
| +22% | +$138K | 0.23% | 14 |
|
|
2023
Q3 | $539K | Sell |
1,706
-920
| -35% | -$291K | 0.18% | 12 |
|
|
2023
Q2 | $894K | Sell |
2,626
-30
| -1% | -$10.2K | 0.28% | 11 |
|
|
2023
Q1 | $766K | Hold |
2,656
| – | – | 0.26% | 10 |
|
|
2022
Q4 | $637K | Hold |
2,656
| – | – | 0.24% | 10 |
|
|
2022
Q3 | $619K | Sell |
2,656
-136
| -5% | -$31.7K | 1.44% | 5 |
|
|
2022
Q2 | $717K | Buy |
2,792
+67
| +2% | +$17.2K | 1.55% | 5 |
|
|
2022
Q1 | $840K | Buy |
2,725
+150
| +6% | +$46.2K | 0.4% | 10 |
|
|
2021
Q4 | $866K | Buy |
2,575
+149
| +6% | +$50.1K | 0.37% | 12 |
|
|
2021
Q3 | $684K | Hold |
2,426
| – | – | 1.07% | 7 |
|
|
2021
Q2 | $657K | Buy |
2,426
+414
| +21% | +$112K | 0.29% | 12 |
|
|
2021
Q1 | $474K | Buy |
2,012
+232
| +13% | +$54.7K | 0.18% | 19 |
|
|
2020
Q4 | $396K | Buy |
1,780
+42
| +2% | +$9.34K | 0.16% | 16 |
|
|
2020
Q3 | $366K | Buy |
1,738
+203
| +13% | +$42.7K | 0.17% | 15 |
|
|
2020
Q2 | $312K | Buy |
1,535
+298
| +24% | +$60.6K | 0.16% | 12 |
|
|
2020
Q1 | $195K | Sell |
1,237
-2,456
| -67% | -$387K | 0.18% | 9 |
|
|
2019
Q4 | $582K | Buy |
3,693
+1,320
| +56% | +$208K | 0.33% | 11 |
|
|
2019
Q3 | $330K | Hold |
2,373
| – | – | 0.2% | 13 |
|
|
2019
Q2 | $318K | Hold |
2,373
| – | – | 0.2% | 14 |
|
|
2019
Q1 | $280K | Buy |
2,373
+495
| +26% | +$58.4K | 0.18% | 14 |
|
|
2018
Q4 | $191K | Hold |
1,878
| – | – | 0.15% | 13 |
|
|
2018
Q3 | $215K | Hold |
1,878
| – | – | 0.14% | 19 |
|
|
2018
Q2 | $185K | Hold |
1,878
| – | – | 0.12% | 20 |
|
|
2018
Q1 | $171K | Buy |
1,878
+700
| +59% | +$63.7K | 0.71% | 7 |
|
|
2017
Q4 | $101K | Buy |
1,178
+91
| +8% | +$7.8K | 0.07% | 21 |
|
|
2017
Q3 | $81K | Hold |
1,087
| – | – | 0.06% | 26 |
|
|
2017
Q2 | $75K | Hold |
1,087
| – | – | 0.06% | 27 |
|
|
2017
Q1 | $72K | Buy |
1,087
+298
| +38% | +$19.7K | 0.07% | 28 |
|
|
2016
Q4 | $49K | Sell |
789
-4,355
| -85% | -$270K | 0.04% | 32 |
|
|
2016
Q3 | $296K | Buy |
5,144
+2,985
| +138% | +$172K | 0.24% | 16 |
|
|
2016
Q2 | $110K | Sell |
2,159
-1,255
| -37% | -$63.9K | 0.09% | 29 |
|
|
2016
Q1 | $185K | Sell |
3,414
-269,400
| -99% | -$14.6M | 0.17% | 20 |
|
|
2015
Q4 | $15.1M | Buy |
+272,814
| New | +$15.1M | 14.21% | 2 |
|