Alpha Financial Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.45M | Buy |
2,909
+539
| +23% | +$268K | 1.04% | 15 |
|
2025
Q1 | $890K | Buy |
2,370
+7
| +0.3% | +$2.63K | 0.71% | 22 |
|
2024
Q4 | $996K | Buy |
2,363
+1,170
| +98% | +$493K | 0.79% | 21 |
|
2024
Q3 | $513K | Sell |
1,193
-1,410
| -54% | -$607K | 0.37% | 55 |
|
2024
Q2 | $1.16M | Buy |
2,603
+659
| +34% | +$295K | 1.01% | 17 |
|
2024
Q1 | $818K | Buy |
1,944
+31
| +2% | +$13K | 0.74% | 22 |
|
2023
Q4 | $719K | Sell |
1,913
-14
| -0.7% | -$5.27K | 0.71% | 23 |
|
2023
Q3 | $608K | Sell |
1,927
-1,308
| -40% | -$413K | 0.71% | 27 |
|
2023
Q2 | $1.1M | Sell |
3,235
-134
| -4% | -$45.6K | 1.17% | 17 |
|
2023
Q1 | $971K | Sell |
3,369
-53
| -2% | -$15.3K | 1.09% | 17 |
|
2022
Q4 | $821K | Buy |
+3,422
| New | +$821K | 0.99% | 20 |
|