Clayton 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 | – | Sell |
-4,261
| Closed | -$1.6M | – | 82 |
|
2025
Q1 | $1.6M | Sell |
4,261
-27
| -0.6% | -$10.1K | 0.59% | 32 |
|
2024
Q4 | $1.81M | Sell |
4,288
-62
| -1% | -$26.1K | 0.65% | 33 |
|
2024
Q3 | $1.87M | Buy |
4,350
+520
| +14% | +$224K | 0.7% | 33 |
|
2024
Q2 | $1.61M | Buy |
3,830
+94
| +3% | +$39.5K | 0.7% | 32 |
|
2024
Q1 | $1.57M | Buy |
+3,736
| New | +$1.57M | 0.72% | 30 |
|