Carr Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
10,786
-89
| -0.8% | -$44.3K | 1.58% | 14 |
|
|
2025
Q1 | $4.08M | Sell |
10,875
-1,039
| -9% | -$390K | 1.34% | 16 |
|
|
2024
Q4 | $5.02M | Sell |
11,914
-646
| -5% | -$272K | 1.56% | 15 |
|
|
2024
Q3 | $5.4M | Sell |
12,560
-242
| -2% | -$104K | 1.58% | 12 |
|
|
2024
Q2 | $5.72M | Buy |
12,802
+113
| +0.9% | +$50.5K | 1.82% | 13 |
|
|
2024
Q1 | $5.34M | Buy |
12,689
+1,440
| +13% | +$606K | 1.78% | 13 |
|
|
2023
Q4 | $4.23M | Sell |
11,249
-45
| -0.4% | -$16.9K | 1.57% | 14 |
|
|
2023
Q3 | $3.98M | Buy |
11,294
+533
| +5% | +$188K | 1.58% | 16 |
|
|
2023
Q2 | $3.66M | Buy |
10,761
+417
| +4% | +$142K | 1.46% | 15 |
|
|
2023
Q1 | $2.98M | Buy |
10,344
+231
| +2% | +$66.6K | 1.31% | 17 |
|
|
2022
Q4 | $2.43M | Buy |
+10,113
| New | +$2.43M | 1.28% | 17 |
|