Bright 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 | $488K | Sell |
982
-572
| -37% | -$285K | 0.27% | 34 |
|
|
2025
Q1 | $583K | Buy |
1,554
+515
| +50% | +$193K | 0.36% | 32 |
|
|
2024
Q4 | $438K | Buy |
1,039
+83
| +9% | +$35K | 0.28% | 36 |
|
|
2024
Q3 | $411K | Buy |
956
+109
| +13% | +$46.9K | 0.26% | 33 |
|
|
2024
Q2 | $379K | Hold |
847
| – | – | 0.27% | 32 |
|
|
2024
Q1 | $337K | Buy |
+847
| New | +$337K | 0.25% | 32 |
|