DHJJ 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 | $910K | Buy |
1,830
+196
| +12% | +$97.5K | 0.33% | 57 |
|
|
2025
Q1 | $613K | Sell |
1,634
-71
| -4% | -$26.7K | 0.25% | 78 |
|
|
2024
Q4 | $719K | Hold |
1,705
| – | – | 0.28% | 70 |
|
|
2024
Q3 | $734K | Sell |
1,705
-32
| -2% | -$13.8K | 0.29% | 64 |
|
|
2024
Q2 | $776K | Buy |
1,737
+27
| +2% | +$12.1K | 0.33% | 57 |
|
|
2024
Q1 | $720K | Sell |
1,710
-9
| -0.5% | -$3.79K | 0.32% | 58 |
|
|
2023
Q4 | $646K | Buy |
1,719
+38
| +2% | +$14.3K | 0.3% | 63 |
|
|
2023
Q3 | $531K | Sell |
1,681
-21
| -1% | -$6.63K | 0.27% | 69 |
|
|
2023
Q2 | $580K | Sell |
1,702
-60
| -3% | -$20.4K | 0.3% | 69 |
|
|
2023
Q1 | $503K | Sell |
1,762
-60
| -3% | -$17.1K | 0.27% | 75 |
|
|
2022
Q4 | $436K | Sell |
1,822
-5
| -0.3% | -$1.2K | 0.25% | 86 |
|
|
2022
Q3 | $425K | Sell |
1,827
-7
| -0.4% | -$1.63K | 0.25% | 82 |
|
|
2022
Q2 | $471K | Buy |
1,834
+3
| +0.2% | +$770 | 0.26% | 77 |
|
|
2022
Q1 | $567K | Hold |
1,831
| – | – | 0.27% | 71 |
|
|
2021
Q4 | $616K | Buy |
1,831
+59
| +3% | +$19.8K | 0.29% | 67 |
|
|
2021
Q3 | $500K | Sell |
1,772
-11
| -0.6% | -$3.1K | 0.26% | 75 |
|
|
2021
Q2 | $482K | Sell |
1,783
-14
| -0.8% | -$3.79K | 0.25% | 75 |
|
|
2021
Q1 | $424K | Buy |
1,797
+52
| +3% | +$12.3K | 0.25% | 74 |
|
|
2020
Q4 | $388K | Buy |
+1,745
| New | +$388K | 0.24% | 71 |
|