Accordant Advisory 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 | $337K | Buy |
678
+17
| +3% | +$8.46K | 0.25% | 43 |
|
|
2025
Q1 | $248K | Buy |
661
+68
| +11% | +$25.5K | 0.24% | 32 |
|
|
2024
Q4 | $250K | Sell |
593
-2,802
| -83% | -$1.18M | 0.24% | 38 |
|
|
2024
Q3 | $1.46M | Buy |
3,395
+230
| +7% | +$99K | 1.16% | 27 |
|
|
2024
Q2 | $1.41M | Sell |
3,165
-1,933
| -38% | -$864K | 1.34% | 27 |
|
|
2024
Q1 | $2.14M | Buy |
+5,098
| New | +$2.14M | 1.6% | 20 |
|