Allegheny Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.68M | Buy |
23,455
+273
| +1% | +$114K | 1.17% | 20 |
|
|
2025
Q4 | $11.2M | Sell |
23,182
-186
| -0.8% | -$93.2K | 1.66% | 15 |
|
|
2025
Q3 | $12.1M | Buy |
23,368
+161
| +0.7% | +$82.1K | 2.26% | 11 |
|
|
2025
Q2 | $11.5M | Buy |
23,207
+1,205
| +5% | +$523K | 2.56% | 10 |
|
|
2025
Q1 | $8.26M | Buy |
22,002
+1,517
| +7% | +$618K | 2.12% | 11 |
|
|
2024
Q4 | $8.63M | Sell |
20,485
-955
| -4% | -$407K | 2.22% | 11 |
|
|
2024
Q3 | $9.23M | Buy |
21,440
+1,108
| +5% | +$474K | 2.28% | 11 |
|
|
2024
Q2 | $9.09M | Buy |
20,332
+2,786
| +16% | +$1.18M | 2.61% | 10 |
|
|
2024
Q1 | $7.38M | Sell |
17,546
-5,958
| -25% | -$2.41M | 2.28% | 11 |
|
|
2023
Q4 | $8.84M | Buy |
23,504
+3,451
| +17% | +$1.23M | 2.84% | 10 |
|
|
2023
Q3 | $6.33M | Buy |
20,053
+4,143
| +26% | +$1.37M | 2.37% | 11 |
|
|
2023
Q2 | $5.42M | Sell |
15,910
-1,994
| -11% | -$625K | 2.56% | 10 |
|
|
2023
Q1 | $5.16M | Sell |
17,904
-12
| -0.1% | -$3.06K | 2.08% | 11 |
|
|
2022
Q4 | $4.3M | Sell |
17,916
-202
| -1% | -$48.5K | 1.8% | 13 |
|
|
2022
Q3 | $4.22M | Buy |
18,118
+409
| +2% | +$108K | 1.99% | 13 |
|
|
2022
Q2 | $4.55M | Buy |
17,709
+527
| +3% | +$143K | 2.12% | 12 |
|
|
2022
Q1 | $5.3M | Buy |
17,182
+87
| +0.5% | +$26.2K | 2.24% | 12 |
|
|
2021
Q4 | $5.75M | Buy |
17,095
+2,359
| +16% | +$765K | 2.29% | 11 |
|
|
2021
Q3 | $4.15M | Sell |
14,736
-484
| -3% | -$141K | 1.9% | 12 |
|
|
2021
Q2 | $4.12M | Buy |
15,220
+952
| +7% | +$242K | 1.87% | 12 |
|
|
2021
Q1 | $3.36M | Sell |
14,268
-156
| -1% | -$36.2K | 2.46% | 10 |
|
|
2020
Q4 | $3.21M | Buy |
+14,424
| New | +$3.1M | 1.72% | 12 |
|
Other funds holding MSFT
VCM
VPM
