Colton Groome Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Buy |
13,826
+110
| +0.8% | +$54.7K | 2.33% | 10 |
|
|
2025
Q1 | $5.42M | Sell |
13,716
-1,121
| -8% | -$443K | 2.1% | 12 |
|
|
2024
Q4 | $6.25M | Sell |
14,837
-680
| -4% | -$287K | 2.39% | 8 |
|
|
2024
Q3 | $6.68M | Buy |
15,517
+760
| +5% | +$327K | 2.5% | 8 |
|
|
2024
Q2 | $6.6M | Buy |
14,757
+271
| +2% | +$121K | 2.6% | 7 |
|
|
2024
Q1 | $6.09M | Buy |
14,486
+284
| +2% | +$119K | 2.45% | 7 |
|
|
2023
Q4 | $5.34M | Buy |
14,202
+2,993
| +27% | +$1.13M | 2.33% | 8 |
|
|
2023
Q3 | $3.54M | Buy |
11,209
+1,426
| +15% | +$450K | 1.77% | 14 |
|
|
2023
Q2 | $3.33M | Buy |
9,783
+1,384
| +16% | +$471K | 1.56% | 15 |
|
|
2023
Q1 | $2.42M | Buy |
8,399
+2,043
| +32% | +$589K | 1.15% | 27 |
|
|
2022
Q4 | $1.52M | Buy |
6,356
+2,327
| +58% | +$558K | 0.75% | 36 |
|
|
2022
Q3 | $938K | Buy |
4,029
+1,589
| +65% | +$370K | 0.48% | 43 |
|
|
2022
Q2 | $627K | Buy |
2,440
+200
| +9% | +$51.4K | 0.31% | 47 |
|
|
2022
Q1 | $691K | Sell |
2,240
-3,685
| -62% | -$1.14M | 0.32% | 49 |
|
|
2021
Q4 | $1.99M | Buy |
5,925
+435
| +8% | +$146K | 0.81% | 35 |
|
|
2021
Q3 | $1.55M | Hold |
5,490
| – | – | 0.67% | 32 |
|
|
2021
Q2 | $1.49M | Buy |
+5,490
| New | +$1.49M | 0.68% | 33 |
|