Alpha Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $675K | Buy |
1,357
+461
| +51% | +$229K | 0.26% | 26 |
|
2025
Q1 | $336K | Buy |
896
+23
| +3% | +$8.63K | 0.15% | 31 |
|
2024
Q4 | $368K | Buy |
873
+2
| +0.2% | +$843 | 0.17% | 30 |
|
2024
Q3 | $375K | Buy |
871
+7
| +0.8% | +$3.01K | 0.17% | 28 |
|
2024
Q2 | $386K | Hold |
864
| – | – | 0.19% | 27 |
|
2024
Q1 | $364K | Hold |
864
| – | – | 0.17% | 29 |
|
2023
Q4 | $325K | Buy |
+864
| New | +$325K | 0.16% | 29 |
|