YIA
YHB Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.8M | Sell |
150,382
-1,265
| -0.8% | -$629K | 5.77% | 1 |
|
|
2025
Q1 | $56.9M | Buy |
151,647
+201
| +0.1% | +$75.5K | 4.76% | 2 |
|
|
2024
Q4 | $63.8M | Buy |
151,446
+2,740
| +2% | +$1.15M | 5.24% | 2 |
|
|
2024
Q3 | $64M | Sell |
148,706
-6,849
| -4% | -$2.95M | 5.3% | 2 |
|
|
2024
Q2 | $69.5M | Sell |
155,555
-919
| -0.6% | -$411K | 5.98% | 2 |
|
|
2024
Q1 | $65.8M | Sell |
156,474
-3,096
| -2% | -$1.3M | 5.84% | 1 |
|
|
2023
Q4 | $60M | Sell |
159,570
-10,334
| -6% | -$3.89M | 5.81% | 2 |
|
|
2023
Q3 | $53.6M | Sell |
169,904
-904
| -0.5% | -$285K | 4.95% | 2 |
|
|
2023
Q2 | $58.2M | Sell |
170,808
-5,610
| -3% | -$1.91M | 5.43% | 2 |
|
|
2023
Q1 | $50.9M | Sell |
176,418
-950
| -0.5% | -$274K | 5.1% | 2 |
|
|
2022
Q4 | $42.5M | Sell |
177,368
-5,925
| -3% | -$1.42M | 4.54% | 2 |
|
|
2022
Q3 | $42.7M | Sell |
183,293
-335
| -0.2% | -$78K | 4.75% | 2 |
|
|
2022
Q2 | $47.2M | Sell |
183,628
-1,720
| -0.9% | -$442K | 4.97% | 2 |
|
|
2022
Q1 | $57.1M | Sell |
185,348
-898
| -0.5% | -$277K | 5.04% | 2 |
|
|
2021
Q4 | $62.6M | Sell |
186,246
-1,263
| -0.7% | -$425K | 4.96% | 2 |
|
|
2021
Q3 | $52.9M | Sell |
187,509
-550
| -0.3% | -$155K | 4.56% | 2 |
|
|
2021
Q2 | $50.9M | Sell |
188,059
-619
| -0.3% | -$168K | 4.34% | 2 |
|
|
2021
Q1 | $49.2M | Sell |
188,678
-3,699
| -2% | -$964K | 4.26% | 2 |
|
|
2020
Q4 | $42.8M | Sell |
192,377
-671
| -0.3% | -$149K | 4.07% | 2 |
|
|
2020
Q3 | $40.6M | Buy |
193,048
+14,698
| +8% | +$3.09M | 4.41% | 2 |
|
|
2020
Q2 | $36.3M | Sell |
178,350
-1,233
| -0.7% | -$251K | 5.24% | 2 |
|
|
2020
Q1 | $28.3M | Sell |
179,583
-7,684
| -4% | -$1.21M | 4.88% | 2 |
|
|
2019
Q4 | $29.5M | Buy |
187,267
+454
| +0.2% | +$71.6K | 4.21% | 2 |
|
|
2019
Q3 | $26M | Buy |
186,813
+2,208
| +1% | +$307K | 3.96% | 2 |
|
|
2019
Q2 | $24.7M | Sell |
184,605
-18,246
| -9% | -$2.44M | 3.93% | 1 |
|
|
2019
Q1 | $23.9M | Sell |
202,851
-2,198
| -1% | -$259K | 3.75% | 2 |
|
|
2018
Q4 | $20.8M | Sell |
205,049
-40,283
| -16% | -$4.09M | 3.72% | 1 |
|
|
2018
Q3 | $28.1M | Sell |
245,332
-5,462
| -2% | -$625K | 4.24% | 1 |
|
|
2018
Q2 | $24.7M | Buy |
250,794
+609
| +0.2% | +$60.1K | 4.04% | 1 |
|
|
2018
Q1 | $22.8M | Buy |
250,185
+1,673
| +0.7% | +$153K | 3.87% | 1 |
|
|
2017
Q4 | $21.3M | Buy |
248,512
+1,264
| +0.5% | +$108K | 3.62% | 2 |
|
|
2017
Q3 | $18.4M | Buy |
247,248
+31,195
| +14% | +$2.32M | 3.29% | 4 |
|
|
2017
Q2 | $14.9M | Sell |
216,053
-31,736
| -13% | -$2.19M | 2.56% | 6 |
|
|
2017
Q1 | $17M | Buy |
247,789
+2,304
| +0.9% | +$158K | 3.26% | 3 |
|
|
2016
Q4 | $15.3M | Buy |
245,485
+54,184
| +28% | +$3.37M | 3.18% | 2 |
|
|
2016
Q3 | $11M | Sell |
191,301
-47,646
| -20% | -$2.74M | 2.66% | 6 |
|
|
2016
Q2 | $12.2M | Buy |
238,947
+80,946
| +51% | +$4.14M | 2.69% | 5 |
|
|
2016
Q1 | $8.73M | Sell |
158,001
-54,080
| -25% | -$2.99M | 2.36% | 8 |
|
|
2015
Q4 | $11.8M | Buy |
212,081
+3,207
| +2% | +$178K | 2.67% | 6 |
|
|
2015
Q3 | $9.25M | Sell |
208,874
-708
| -0.3% | -$31.3K | 2.18% | 10 |
|
|
2015
Q2 | $9.25M | Buy |
209,582
+6,587
| +3% | +$291K | 2.02% | 13 |
|
|
2015
Q1 | $8.25M | Buy |
202,995
+115
| +0.1% | +$4.68K | 1.85% | 14 |
|
|
2014
Q4 | $9.42M | Buy |
202,880
+527
| +0.3% | +$24.5K | 2.16% | 9 |
|
|
2014
Q3 | $9.38M | Buy |
202,353
+1,836
| +0.9% | +$85.1K | 2.25% | 9 |
|
|
2014
Q2 | $8.36M | Buy |
200,517
+4,092
| +2% | +$171K | 2.02% | 10 |
|
|
2014
Q1 | $8.05M | Buy |
196,425
+13,810
| +8% | +$566K | 2.05% | 10 |
|
|
2013
Q4 | $6.83M | Buy |
182,615
+1,387
| +0.8% | +$51.9K | 1.83% | 12 |
|
|
2013
Q3 | $6.03M | Buy |
181,228
+4,913
| +3% | +$163K | 1.78% | 13 |
|
|
2013
Q2 | $6.09M | Buy |
+176,315
| New | +$6.09M | 1.9% | 12 |
|