Summit Investment Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
1,372
+223
| +19% | +$111K | 0.58% | 32 |
|
|
2025
Q1 | $431K | Buy |
1,149
+354
| +45% | +$133K | 0.21% | 42 |
|
|
2024
Q4 | $335K | Hold |
795
| – | – | 0.17% | 50 |
|
|
2024
Q3 | $342K | Sell |
795
-430
| -35% | -$185K | 0.18% | 46 |
|
|
2024
Q2 | $547K | Buy |
1,225
+88
| +8% | +$39.3K | 0.64% | 26 |
|
|
2024
Q1 | $478K | Buy |
1,137
+292
| +35% | +$123K | 0.28% | 39 |
|
|
2023
Q4 | $318K | Buy |
+845
| New | +$318K | 0.2% | 46 |
|
|
2023
Q3 | – | Sell |
-693
| Closed | -$236K | – | 57 |
|
|
2023
Q2 | $236K | Buy |
+693
| New | +$236K | 0.16% | 49 |
|