Cannon Financial Strategists’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
2,214
-14
| -0.6% | -$6.97K | 0.17% | 46 |
|
|
2025
Q1 | $836K | Hold |
2,228
| – | – | 0.14% | 50 |
|
|
2024
Q4 | $939K | Buy |
2,228
+104
| +5% | +$43.8K | 0.16% | 48 |
|
|
2024
Q3 | $914K | Sell |
2,124
-12
| -0.6% | -$5.16K | 0.16% | 50 |
|
|
2024
Q2 | $955K | Sell |
2,136
-243
| -10% | -$109K | 0.18% | 42 |
|
|
2024
Q1 | $1M | Buy |
2,379
+418
| +21% | +$176K | 0.2% | 39 |
|
|
2023
Q4 | $738K | Buy |
1,961
+23
| +1% | +$8.65K | 0.16% | 46 |
|
|
2023
Q3 | $612K | Buy |
1,938
+31
| +2% | +$9.79K | 0.16% | 46 |
|
|
2023
Q2 | $650K | Sell |
1,907
-123
| -6% | -$41.9K | 0.18% | 49 |
|
|
2023
Q1 | $585K | Buy |
2,030
+195
| +11% | +$56.2K | 0.2% | 42 |
|
|
2022
Q4 | $440K | Hold |
1,835
| – | – | 0.16% | 48 |
|
|
2022
Q3 | $427K | Sell |
1,835
-190
| -9% | -$44.3K | 0.17% | 44 |
|
|
2022
Q2 | $520K | Buy |
2,025
+52
| +3% | +$13.4K | 0.2% | 46 |
|
|
2022
Q1 | $608K | Buy |
1,973
+256
| +15% | +$78.9K | 0.22% | 36 |
|
|
2021
Q4 | $578K | Hold |
1,717
| – | – | 0.21% | 39 |
|
|
2021
Q3 | $484K | Buy |
1,717
+354
| +26% | +$99.8K | 0.19% | 41 |
|
|
2021
Q2 | $369K | Buy |
1,363
+261
| +24% | +$70.7K | 0.15% | 45 |
|
|
2021
Q1 | $260K | Sell |
1,102
-6
| -0.5% | -$1.42K | 0.11% | 53 |
|
|
2020
Q4 | $246K | Hold |
1,108
| – | – | 0.12% | 53 |
|
|
2020
Q3 | $233K | Sell |
1,108
-200
| -15% | -$42.1K | 0.13% | 51 |
|
|
2020
Q2 | $266K | Buy |
+1,308
| New | +$266K | 0.16% | 46 |
|
|
2020
Q1 | – | Sell |
-1,346
| Closed | -$212K | – | 49 |
|
|
2019
Q4 | $212K | Buy |
+1,346
| New | +$212K | 0.14% | 49 |
|