Bard Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.7M | Sell |
152,259
-2,025
| -1% | -$1.01M | 9.04% | 2 |
|
|
2025
Q1 | $57.9M | Sell |
154,284
-2,574
| -2% | -$966K | 7.08% | 2 |
|
|
2024
Q4 | $66.1M | Sell |
156,858
-2,400
| -2% | -$1.01M | 7.93% | 2 |
|
|
2024
Q3 | $68.5M | Sell |
159,258
-33,300
| -17% | -$14.3M | 8.09% | 2 |
|
|
2024
Q2 | $86.1M | Sell |
192,558
-1,575
| -0.8% | -$704K | 8.9% | 2 |
|
|
2024
Q1 | $81.7M | Sell |
194,133
-2,700
| -1% | -$1.14M | 8.68% | 2 |
|
|
2023
Q4 | $74M | Buy |
196,833
+3,485
| +2% | +$1.31M | 8.3% | 2 |
|
|
2023
Q3 | $61M | Buy |
193,348
+1,295
| +0.7% | +$409K | 7.55% | 2 |
|
|
2023
Q2 | $65.4M | Sell |
192,053
-2,575
| -1% | -$877K | 4.95% | 2 |
|
|
2023
Q1 | $56.1M | Buy |
194,628
+725
| +0.4% | +$209K | 4.49% | 2 |
|
|
2022
Q4 | $46.5M | Sell |
193,903
-1,570
| -0.8% | -$377K | 3.95% | 3 |
|
|
2022
Q3 | $45.5M | Sell |
195,473
-700
| -0.4% | -$163K | 4.27% | 2 |
|
|
2022
Q2 | $50.4M | Sell |
196,173
-900
| -0.5% | -$231K | 4.6% | 2 |
|
|
2022
Q1 | $60.8M | Sell |
197,073
-300
| -0.2% | -$92.5K | 4.95% | 2 |
|
|
2021
Q4 | $66.4M | Sell |
197,373
-1,675
| -0.8% | -$563K | 5.35% | 2 |
|
|
2021
Q3 | $56.1M | Sell |
199,048
-2,010
| -1% | -$567K | 4.97% | 2 |
|
|
2021
Q2 | $54.5M | Buy |
201,058
+700
| +0.3% | +$190K | 4.85% | 2 |
|
|
2021
Q1 | $47.2M | Sell |
200,358
-5,401
| -3% | -$1.27M | 4.58% | 2 |
|
|
2020
Q4 | $45.8M | Buy |
+205,759
| New | +$45.8M | 4.58% | 2 |
|