Burkett 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 | $3.29M | Sell |
6,610
-23
| -0.3% | -$11.4K | 1.18% | 12 |
|
|
2025
Q1 | $2.49M | Buy |
6,633
+47
| +0.7% | +$17.6K | 1.01% | 12 |
|
|
2024
Q4 | $2.78M | Buy |
6,586
+7
| +0.1% | +$2.95K | 1.13% | 12 |
|
|
2024
Q3 | $2.83M | Sell |
6,579
-77
| -1% | -$33.1K | 1.17% | 12 |
|
|
2024
Q2 | $2.97M | Sell |
6,656
-44
| -0.7% | -$19.7K | 1.53% | 8 |
|
|
2024
Q1 | $2.82M | Buy |
6,700
+3,459
| +107% | +$1.46M | 1.45% | 8 |
|
|
2023
Q4 | $1.22M | Buy |
+3,241
| New | +$1.22M | 0.68% | 13 |
|