Davies 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 | $4.28M | Sell |
8,601
-4,163
| -33% | -$2.07M | 3.32% | 7 |
|
|
2025
Q1 | $4.79M | Buy |
12,764
+2,854
| +29% | +$1.07M | 4.08% | 7 |
|
|
2024
Q4 | $4.18M | Sell |
9,910
-228
| -2% | -$96.1K | 3.55% | 7 |
|
|
2024
Q3 | $4.36M | Sell |
10,138
-243
| -2% | -$105K | 3.81% | 5 |
|
|
2024
Q2 | $4.64M | Sell |
10,381
-464
| -4% | -$207K | 4.33% | 4 |
|
|
2024
Q1 | $4.56M | Buy |
+10,845
| New | +$4.56M | 4.66% | 4 |
|