Curran Financial Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
6,332
+1,525
| +32% | +$759K | 0.7% | 33 |
|
|
2025
Q1 | $1.8M | Buy |
4,807
+351
| +8% | +$132K | 0.44% | 39 |
|
|
2024
Q4 | $1.88M | Buy |
4,456
+522
| +13% | +$220K | 0.49% | 41 |
|
|
2024
Q3 | $1.69M | Buy |
3,934
+10
| +0.3% | +$4.3K | 0.48% | 41 |
|
|
2024
Q2 | $1.75M | Buy |
3,924
+560
| +17% | +$250K | 0.59% | 36 |
|
|
2024
Q1 | $1.42M | Sell |
3,364
-72
| -2% | -$30.3K | 0.49% | 40 |
|
|
2023
Q4 | $1.38M | Sell |
3,436
-53
| -2% | -$21.3K | 0.53% | 39 |
|
|
2023
Q3 | $1.1M | Buy |
3,489
+548
| +19% | +$173K | 0.48% | 39 |
|
|
2023
Q2 | $1M | Buy |
2,941
+30
| +1% | +$10.2K | 0.44% | 45 |
|
|
2023
Q1 | $839K | Buy |
2,911
+24
| +0.8% | +$6.92K | 0.4% | 40 |
|
|
2022
Q4 | $692K | Sell |
2,887
-736
| -20% | -$177K | 0.33% | 47 |
|
|
2022
Q3 | $844K | Buy |
3,623
+50
| +1% | +$11.6K | 0.43% | 36 |
|
|
2022
Q2 | $918K | Buy |
3,573
+59
| +2% | +$15.2K | 0.43% | 38 |
|
|
2022
Q1 | $1.08M | Buy |
3,514
+19
| +0.5% | +$5.86K | 0.45% | 46 |
|
|
2021
Q4 | $1.18M | Buy |
3,495
+1,268
| +57% | +$426K | 0.5% | 38 |
|
|
2021
Q3 | $630K | Buy |
2,227
+189
| +9% | +$53.5K | 0.32% | 41 |
|
|
2021
Q2 | $552K | Sell |
2,038
-266
| -12% | -$72K | 0.3% | 43 |
|
|
2021
Q1 | $543K | Buy |
2,304
+510
| +28% | +$120K | 0.39% | 38 |
|
|
2020
Q4 | $399K | Buy |
+1,794
| New | +$399K | 0.34% | 41 |
|