DJYG
David J. Yvars Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
25,446
+1,074
| +4% | +$534K | 7.41% | 4 |
|
|
2025
Q1 | $9.15M | Buy |
24,372
+36
| +0.1% | +$13.5K | 7.2% | 4 |
|
|
2024
Q4 | $10.3M | Sell |
24,336
-1,357
| -5% | -$572K | 6.26% | 4 |
|
|
2024
Q3 | $11.1M | Sell |
25,693
-242
| -0.9% | -$104K | 6.85% | 4 |
|
|
2024
Q2 | $11.6M | Buy |
25,935
+504
| +2% | +$225K | 7.25% | 4 |
|
|
2024
Q1 | $10.7M | Buy |
25,431
+767
| +3% | +$323K | 7.21% | 2 |
|
|
2023
Q4 | $9.27M | Buy |
24,664
+131
| +0.5% | +$49.3K | 7.46% | 3 |
|
|
2023
Q3 | $7.75M | Buy |
24,533
+118
| +0.5% | +$37.3K | 6.46% | 3 |
|
|
2023
Q2 | $8.31M | Sell |
24,415
-664
| -3% | -$226K | 6.87% | 2 |
|
|
2023
Q1 | $7.23M | Sell |
25,079
-2,686
| -10% | -$774K | 6.53% | 2 |
|
|
2022
Q4 | $6.66M | Sell |
27,765
-2,161
| -7% | -$518K | 8.34% | 2 |
|
|
2022
Q3 | $6.97M | Sell |
29,926
-173
| -0.6% | -$40.3K | 7.75% | 2 |
|
|
2022
Q2 | $7.81M | Sell |
30,099
-726
| -2% | -$188K | 10.63% | 2 |
|
|
2022
Q1 | $9.5M | Sell |
30,825
-18,998
| -38% | -$5.86M | 6.61% | 2 |
|
|
2021
Q4 | $16.8M | Sell |
49,823
-2,901
| -6% | -$976K | 10.35% | 2 |
|
|
2021
Q3 | $15.2M | Buy |
52,724
+352
| +0.7% | +$102K | 8.9% | 2 |
|
|
2021
Q2 | $14.2M | Sell |
52,372
-582
| -1% | -$158K | 7.97% | 2 |
|
|
2021
Q1 | $12.5M | Buy |
52,954
+632
| +1% | +$149K | 7.95% | 2 |
|
|
2020
Q4 | $11.6M | Buy |
+52,322
| New | +$11.6M | 7.88% | 2 |
|