Burr 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 | $1.47M | Sell |
2,957
-989
| -25% | -$492K | 1.24% | 17 |
|
|
2025
Q1 | $1.48M | Sell |
3,946
-1,300
| -25% | -$488K | 1.16% | 12 |
|
|
2024
Q4 | $2.21M | Sell |
5,246
-7,921
| -60% | -$3.34M | 1.49% | 12 |
|
|
2024
Q3 | $5.67M | Sell |
13,167
-2,671
| -17% | -$1.15M | 4.01% | 7 |
|
|
2024
Q2 | $7.08M | Sell |
15,838
-1,849
| -10% | -$826K | 4.94% | 6 |
|
|
2024
Q1 | $7.24M | Buy |
17,687
+364
| +2% | +$149K | 5.65% | 7 |
|
|
2023
Q4 | $7.37M | Buy |
+17,323
| New | +$7.37M | 5.63% | 7 |
|