Concorde Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Sell |
12,276
-2,723
| -18% | -$1.35M | 3.61% | 10 |
|
|
2025
Q1 | $5.63M | Sell |
14,999
-146
| -1% | -$54.8K | 3.1% | 12 |
|
|
2024
Q4 | $6.38M | Buy |
15,145
+32
| +0.2% | +$13.5K | 3.8% | 8 |
|
|
2024
Q3 | $6.5M | Sell |
15,113
-120
| -0.8% | -$51.6K | 3.83% | 6 |
|
|
2024
Q2 | $6.81M | Buy |
15,233
+12,333
| +425% | +$5.51M | 4.47% | 6 |
|
|
2024
Q1 | $1.22M | Sell |
2,900
-13,844
| -83% | -$5.82M | 1.11% | 19 |
|
|
2023
Q4 | $6.3M | Buy |
16,744
+13,544
| +423% | +$5.09M | 4.31% | 7 |
|
|
2023
Q3 | $1.01M | Sell |
3,200
-13,869
| -81% | -$4.38M | 1.72% | 10 |
|
|
2023
Q2 | $5.81M | Sell |
17,069
-2,458
| -13% | -$837K | 3.8% | 8 |
|
|
2023
Q1 | $5.63M | Sell |
19,527
-7,372
| -27% | -$2.13M | 4.1% | 8 |
|
|
2022
Q4 | $6.26M | Hold |
26,899
| – | – | 4.22% | 3 |
|
|
2022
Q3 | $6.27M | Buy |
+26,899
| New | +$6.27M | 4.23% | 3 |
|
|
2022
Q2 | – | Sell |
-27,458
| Closed | -$7.75M | – | 55 |
|
|
2022
Q1 | $7.75M | Sell |
27,458
-7,634
| -22% | -$2.15M | 4.76% | 3 |
|
|
2021
Q4 | $11.6M | Buy |
+35,092
| New | +$11.6M | 7.29% | 1 |
|