Brown 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 | $7.13M | Sell |
14,330
-929
| -6% | -$462K | 2.78% | 2 |
|
|
2025
Q1 | $5.73M | Buy |
15,259
+2,269
| +17% | +$852K | 2.36% | 5 |
|
|
2024
Q4 | $5.48M | Buy |
12,990
+1,768
| +16% | +$745K | 2.2% | 9 |
|
|
2024
Q3 | $4.83M | Sell |
11,222
-773
| -6% | -$333K | 1.99% | 8 |
|
|
2024
Q2 | $5.36M | Buy |
+11,995
| New | +$5.36M | 2.4% | 5 |
|