Clark Financial Services 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 | $4.82M | Buy |
9,694
+50
| +0.5% | +$24.9K | 2.96% | 7 |
|
2025
Q1 | $3.62M | Buy |
9,644
+72
| +0.8% | +$27K | 2.51% | 9 |
|
2024
Q4 | $4.04M | Sell |
9,572
-36
| -0.4% | -$15.2K | 3.09% | 6 |
|
2024
Q3 | $4.13M | Buy |
9,608
+28
| +0.3% | +$12K | 3.76% | 6 |
|
2024
Q2 | $4.28M | Buy |
9,580
+17
| +0.2% | +$7.6K | 4.52% | 6 |
|
2024
Q1 | $4.02M | Buy |
9,563
+1,013
| +12% | +$426K | 4.85% | 5 |
|
2023
Q4 | $3.22M | Sell |
8,550
-47
| -0.5% | -$17.7K | 4.12% | 5 |
|
2023
Q3 | $2.71M | Buy |
8,597
+45
| +0.5% | +$14.2K | 3.71% | 5 |
|
2023
Q2 | $2.91M | Sell |
8,552
-31
| -0.4% | -$10.6K | 3.93% | 5 |
|
2023
Q1 | $2.47M | Sell |
8,583
-52
| -0.6% | -$15K | 3.65% | 6 |
|
2022
Q4 | $2.07M | Buy |
8,635
+35
| +0.4% | +$8.39K | 2.38% | 8 |
|
2022
Q3 | $2M | Buy |
+8,600
| New | +$2M | 2.11% | 10 |
|
2022
Q1 | $2.74M | Buy |
8,886
+4,539
| +104% | +$1.4M | 2.01% | 13 |
|
2021
Q4 | $1.46M | Buy |
4,347
+346
| +9% | +$116K | 0.98% | 22 |
|
2021
Q3 | $1.13M | Buy |
4,001
+342
| +9% | +$96.4K | 0.87% | 22 |
|
2021
Q2 | $991K | Buy |
3,659
+62
| +2% | +$16.8K | 0.78% | 25 |
|
2021
Q1 | $848K | Buy |
+3,597
| New | +$848K | 0.72% | 24 |
|
2020
Q2 | $2.18M | Buy |
+8,491
| New | +$2.18M | 3.38% | 6 |
|