DFC
DB Fitzpatrick & Co’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.3K | Hold |
83
| – | – | 0.04% | 62 |
|
|
2025
Q1 | $31.2K | Sell |
83
-35
| -30% | -$13.1K | 0.03% | 61 |
|
|
2024
Q4 | $49.7K | Buy |
118
+2
| +2% | +$843 | 0.05% | 60 |
|
|
2024
Q3 | $49.9K | Buy |
116
+2
| +2% | +$861 | 0.04% | 58 |
|
|
2024
Q2 | $51K | Hold |
114
| – | – | 0.05% | 61 |
|
|
2024
Q1 | $48K | Sell |
114
-2
| -2% | -$841 | 0.04% | 60 |
|
|
2023
Q4 | $43.6K | Buy |
116
+8
| +7% | +$3.01K | 0.04% | 60 |
|
|
2023
Q3 | $34.1K | Buy |
108
+13
| +14% | +$4.11K | 0.04% | 56 |
|
|
2023
Q2 | $32.4K | Buy |
95
+12
| +14% | +$4.09K | 0.03% | 58 |
|
|
2023
Q1 | $23.9K | Sell |
83
-70
| -46% | -$20.2K | 0.03% | 58 |
|
|
2022
Q4 | $36.7K | Hold |
153
| – | – | 0.04% | 61 |
|
|
2022
Q3 | $36K | Hold |
153
| – | – | 0.04% | 57 |
|
|
2022
Q2 | $39K | Hold |
153
| – | – | 0.04% | 62 |
|
|
2022
Q1 | $47K | Sell |
153
-1,053
| -87% | -$323K | 0.05% | 60 |
|
|
2021
Q4 | $406K | Buy |
+1,206
| New | +$406K | 0.38% | 53 |
|