UFA
US Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.23M | Buy |
5,944
+447
| +8% | +$168K | 0.66% | 30 |
|
|
2024
Q4 | $2.32M | Buy |
5,497
+463
| +9% | +$195K | 0.71% | 29 |
|
|
2024
Q3 | $2.17M | Buy |
5,034
+27
| +0.5% | +$11.6K | 0.67% | 30 |
|
|
2024
Q2 | $2.24M | Buy |
5,007
+60
| +1% | +$26.8K | 0.75% | 29 |
|
|
2024
Q1 | $2.08M | Sell |
4,947
-1,058
| -18% | -$445K | 0.72% | 29 |
|
|
2023
Q4 | $2.26M | Buy |
6,005
+16
| +0.3% | +$6.02K | 0.84% | 27 |
|
|
2023
Q3 | $1.89M | Sell |
5,989
-413
| -6% | -$130K | 0.79% | 28 |
|
|
2023
Q2 | $2.18M | Sell |
6,402
-692
| -10% | -$236K | 0.93% | 26 |
|
|
2023
Q1 | $2.05M | Buy |
7,094
+100
| +1% | +$28.8K | 0.91% | 27 |
|
|
2022
Q4 | $1.68M | Buy |
6,994
+945
| +16% | +$227K | 0.84% | 28 |
|
|
2022
Q3 | $1.41M | Buy |
6,049
+173
| +3% | +$40.3K | 0.79% | 26 |
|
|
2022
Q2 | $1.51M | Hold |
5,876
| – | – | 0.85% | 24 |
|
|
2022
Q1 | $1.81M | Hold |
5,876
| – | – | 0.87% | 23 |
|
|
2021
Q4 | $1.98M | Buy |
5,876
+336
| +6% | +$113K | 0.9% | 22 |
|
|
2021
Q3 | $1.56M | Buy |
5,540
+150
| +3% | +$42.3K | 0.77% | 23 |
|
|
2021
Q2 | $1.46M | Sell |
5,390
-944
| -15% | -$256K | 0.71% | 25 |
|
|
2021
Q1 | $1.49M | Sell |
6,334
-43
| -0.7% | -$10.1K | 0.41% | 46 |
|
|
2020
Q4 | $1.42M | Buy |
+6,377
| New | +$1.42M | 0.43% | 41 |
|
|
2016
Q2 | $241K | Buy |
4,367
+60
| +1% | +$3.31K | 0.48% | 38 |
|
|
2016
Q1 | $238K | Sell |
4,307
-1,926
| -31% | -$106K | 0.41% | 38 |
|
|
2015
Q4 | $346K | Buy |
6,233
+1,095
| +21% | +$60.8K | 0.33% | 41 |
|
|
2015
Q3 | $227K | Buy |
5,138
+727
| +16% | +$32.1K | 0.38% | 51 |
|
|
2015
Q2 | $195K | Sell |
4,411
-809
| -15% | -$35.8K | 0.18% | 54 |
|
|
2015
Q1 | $212K | Buy |
5,220
+375
| +8% | +$15.2K | 0.19% | 54 |
|
|
2014
Q4 | $225K | Buy |
+4,845
| New | +$225K | 0.2% | 51 |
|