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