United Advisor Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
24,407
+1,330
| +6% | +$662K | 2.1% | 7 |
|
|
2025
Q1 | $8.66M | Sell |
23,077
-2,903
| -11% | -$1.09M | 1.78% | 9 |
|
|
2024
Q4 | $11M | Buy |
25,980
+1,101
| +4% | +$464K | 2.17% | 5 |
|
|
2024
Q3 | $10.7M | Buy |
24,879
+6,950
| +39% | +$2.99M | 2.42% | 5 |
|
|
2024
Q2 | $8.01M | Buy |
17,929
+753
| +4% | +$337K | 2.49% | 5 |
|
|
2024
Q1 | $7.23M | Sell |
17,176
-6,636
| -28% | -$2.79M | 2.72% | 5 |
|
|
2023
Q4 | $9.54M | Buy |
+23,812
| New | +$9.54M | 11.47% | 3 |
|