Creative Financial Designs’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
11,324
-2,221
| -16% | -$1.1M | 0.41% | 56 |
|
|
2025
Q1 | $5.08M | Buy |
13,545
+337
| +3% | +$127K | 0.41% | 53 |
|
|
2024
Q4 | $5.57M | Sell |
13,208
-1,195
| -8% | -$504K | 0.45% | 47 |
|
|
2024
Q3 | $6.2M | Buy |
14,403
+304
| +2% | +$131K | 0.52% | 41 |
|
|
2024
Q2 | $6.3M | Sell |
14,099
-283
| -2% | -$126K | 0.56% | 41 |
|
|
2024
Q1 | $6.05M | Buy |
14,382
+105
| +0.7% | +$44.2K | 0.57% | 40 |
|
|
2023
Q4 | $5.37M | Buy |
14,277
+489
| +4% | +$184K | 0.55% | 39 |
|
|
2023
Q3 | $4.35M | Sell |
13,788
-236
| -2% | -$74.5K | 0.51% | 46 |
|
|
2023
Q2 | $4.78M | Sell |
14,024
-1,106
| -7% | -$377K | 0.56% | 41 |
|
|
2023
Q1 | $4.36M | Buy |
15,130
+3,655
| +32% | +$1.05M | 0.57% | 39 |
|
|
2022
Q4 | $2.75M | Buy |
11,475
+895
| +8% | +$215K | 0.41% | 60 |
|
|
2022
Q3 | $2.46M | Buy |
10,580
+539
| +5% | +$126K | 0.4% | 57 |
|
|
2022
Q2 | $2.58M | Buy |
10,041
+1,759
| +21% | +$452K | 0.42% | 56 |
|
|
2022
Q1 | $2.55M | Buy |
8,282
+568
| +7% | +$175K | 0.39% | 62 |
|
|
2021
Q4 | $2.6M | Sell |
7,714
-298
| -4% | -$100K | 0.39% | 59 |
|
|
2021
Q3 | $2.26M | Buy |
8,012
+216
| +3% | +$60.9K | 0.37% | 64 |
|
|
2021
Q2 | $2.11M | Buy |
7,796
+666
| +9% | +$180K | 0.37% | 63 |
|
|
2021
Q1 | $1.68M | Buy |
7,130
+640
| +10% | +$151K | 0.33% | 68 |
|
|
2020
Q4 | $1.44M | Sell |
6,490
-364
| -5% | -$81K | 0.31% | 69 |
|
|
2020
Q3 | $1.44M | Sell |
6,854
-523
| -7% | -$110K | 0.36% | 63 |
|
|
2020
Q2 | $1.5M | Buy |
7,377
+5,597
| +314% | +$1.14M | 0.45% | 42 |
|
|
2020
Q1 | $281K | Sell |
1,780
-6
| -0.3% | -$947 | 0.14% | 90 |
|
|
2019
Q4 | $287K | Sell |
1,786
-176
| -9% | -$28.3K | 0.13% | 125 |
|
|
2019
Q3 | $264K | Buy |
1,962
+9
| +0.5% | +$1.21K | 0.14% | 119 |
|
|
2019
Q2 | $268K | Buy |
1,953
+230
| +13% | +$31.6K | 0.15% | 114 |
|
|
2019
Q1 | $203K | Buy |
1,723
+376
| +28% | +$44.3K | 0.12% | 119 |
|
|
2018
Q4 | $137K | Buy |
1,347
+125
| +10% | +$12.7K | 0.1% | 129 |
|
|
2018
Q3 | $140K | Sell |
1,222
-795
| -39% | -$91.1K | 0.08% | 140 |
|
|
2018
Q2 | $199K | Buy |
2,017
+744
| +58% | +$73.4K | 0.12% | 123 |
|
|
2018
Q1 | $116K | Buy |
1,273
+11
| +0.9% | +$1K | 0.07% | 155 |
|
|
2017
Q4 | $108K | Buy |
1,262
+433
| +52% | +$37.1K | 0.07% | 162 |
|
|
2017
Q3 | $62K | Buy |
829
+1
| +0.1% | +$75 | 0.04% | 219 |
|
|
2017
Q2 | $57K | Buy |
828
+87
| +12% | +$5.99K | 0.04% | 221 |
|
|
2017
Q1 | $49K | Sell |
741
-136
| -16% | -$8.99K | 0.04% | 238 |
|
|
2016
Q4 | $55K | Buy |
+877
| New | +$55K | 0.04% | 220 |
|