CFP
Catalyst Financial Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
43,981
+1,953
| +5% | +$971K | 2.39% | 7 |
|
|
2025
Q1 | $15.8M | Buy |
42,028
+1,183
| +3% | +$444K | 2.9% | 8 |
|
|
2024
Q4 | $17.2M | Buy |
40,845
+1,497
| +4% | +$631K | 3.24% | 7 |
|
|
2024
Q3 | $16.9M | Buy |
39,348
+801
| +2% | +$345K | 3.31% | 7 |
|
|
2024
Q2 | $17.2M | Buy |
38,547
+6,359
| +20% | +$2.84M | 3.79% | 6 |
|
|
2024
Q1 | $13.3M | Buy |
32,188
+2,089
| +7% | +$860K | 3.41% | 7 |
|
|
2023
Q4 | $11.3M | Buy |
30,099
+999
| +3% | +$376K | 3.2% | 8 |
|
|
2023
Q3 | $9.19M | Buy |
29,100
+2,687
| +10% | +$848K | 2.96% | 8 |
|
|
2023
Q2 | $8.99M | Buy |
26,413
+3,168
| +14% | +$1.08M | 3.21% | 8 |
|
|
2023
Q1 | $6.7M | Buy |
23,245
+2,999
| +15% | +$865K | 2.87% | 8 |
|
|
2022
Q4 | $4.86M | Buy |
+20,246
| New | +$4.86M | 2.5% | 9 |
|