UIA
Ulland Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
5,090
-748
| -13% | -$372K | 1.93% | 16 |
|
|
2025
Q1 | $2.19M | Sell |
5,838
-904
| -13% | -$339K | 1.83% | 20 |
|
|
2024
Q4 | $2.84M | Buy |
6,742
+473
| +8% | +$199K | 1.81% | 16 |
|
|
2024
Q3 | $2.7M | Sell |
6,269
-236
| -4% | -$102K | 1.97% | 16 |
|
|
2024
Q2 | $2.91M | Buy |
6,505
+392
| +6% | +$175K | 2.02% | 15 |
|
|
2024
Q1 | $2.57M | Buy |
6,113
+1,877
| +44% | +$790K | 2.05% | 16 |
|
|
2023
Q4 | $1.59M | Buy |
4,236
+1,924
| +83% | +$724K | 1.61% | 17 |
|
|
2023
Q3 | $730K | Buy |
2,312
+510
| +28% | +$161K | 0.8% | 30 |
|
|
2023
Q2 | $614K | Hold |
1,802
| – | – | 0.63% | 32 |
|
|
2023
Q1 | $520K | Sell |
1,802
-117
| -6% | -$33.8K | 0.61% | 33 |
|
|
2022
Q4 | $460K | Hold |
1,919
| – | – | 0.55% | 38 |
|
|
2022
Q3 | $447K | Sell |
1,919
-80
| -4% | -$18.6K | 0.49% | 40 |
|
|
2022
Q2 | $513K | Hold |
1,999
| – | – | 0.53% | 43 |
|
|
2022
Q1 | $616K | Sell |
1,999
-380
| -16% | -$117K | 0.46% | 41 |
|
|
2021
Q4 | $800K | Buy |
+2,379
| New | +$800K | 0.51% | 39 |
|