Arlington 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 | $3.17M | Sell |
6,381
-1,098
| -15% | -$546K | 0.52% | 43 |
|
2025
Q1 | $2.81M | Buy |
7,479
+1,740
| +30% | +$653K | 0.49% | 45 |
|
2024
Q4 | $2.42M | Buy |
5,739
+501
| +10% | +$211K | 0.48% | 41 |
|
2024
Q3 | $2.25M | Buy |
5,238
+52
| +1% | +$22.4K | 0.46% | 41 |
|
2024
Q2 | $2.32M | Sell |
5,186
-110
| -2% | -$49.2K | 0.51% | 42 |
|
2024
Q1 | $2.23M | Buy |
5,296
+172
| +3% | +$72.4K | 0.49% | 42 |
|
2023
Q4 | $1.93M | Buy |
5,124
+654
| +15% | +$246K | 0.58% | 43 |
|
2023
Q3 | $1.41M | Hold |
4,470
| – | – | 0.5% | 40 |
|
2023
Q2 | $1.52M | Sell |
4,470
-124
| -3% | -$42.2K | 0.56% | 36 |
|
2023
Q1 | $1.32M | Buy |
4,594
+154
| +3% | +$44.4K | 0.51% | 36 |
|
2022
Q4 | $1.06M | Hold |
4,440
| – | – | 0.45% | 37 |
|
2022
Q3 | $1.03M | Sell |
4,440
-51
| -1% | -$11.9K | 0.53% | 33 |
|
2022
Q2 | $1.15M | Buy |
4,491
+45
| +1% | +$11.6K | 0.52% | 34 |
|
2022
Q1 | $1.37M | Sell |
4,446
-803
| -15% | -$248K | 0.52% | 35 |
|
2021
Q4 | $1.77M | Sell |
5,249
-532
| -9% | -$179K | 0.6% | 37 |
|
2021
Q3 | $1.63M | Sell |
5,781
-41
| -0.7% | -$11.6K | 0.64% | 37 |
|
2021
Q2 | $1.58M | Sell |
5,822
-425
| -7% | -$115K | 0.6% | 37 |
|
2021
Q1 | $1.47M | Sell |
6,247
-400
| -6% | -$94.3K | 0.6% | 36 |
|
2020
Q4 | $1.48M | Buy |
6,647
+53
| +0.8% | +$11.8K | 0.62% | 34 |
|
2020
Q3 | $1.39M | Hold |
6,594
| – | – | 0.71% | 34 |
|
2020
Q2 | $1.34M | Hold |
6,594
| – | – | 0.76% | 32 |
|
2020
Q1 | $1.04M | Hold |
6,594
| – | – | 0.74% | 32 |
|
2019
Q4 | $1.04M | Sell |
6,594
-500
| -7% | -$78.9K | 0.58% | 34 |
|
2019
Q3 | $986K | Sell |
7,094
-130
| -2% | -$18.1K | 0.56% | 35 |
|
2019
Q2 | $968K | Buy |
7,224
+30
| +0.4% | +$4.02K | 0.55% | 36 |
|
2019
Q1 | $848K | Sell |
7,194
-1,541
| -18% | -$182K | 0.48% | 36 |
|
2018
Q4 | $887K | Buy |
8,735
+400
| +5% | +$40.6K | 0.38% | 53 |
|
2018
Q3 | $913K | Buy |
8,335
+103
| +1% | +$11.3K | 0.55% | 37 |
|
2018
Q2 | $873K | Buy |
+8,232
| New | +$873K | 0.51% | 37 |
|