DHK 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 | $937K | Sell |
1,885
-23
| -1% | -$11.4K | 0.54% | 39 |
|
|
2025
Q1 | $716K | Sell |
1,908
-116
| -6% | -$43.5K | 0.39% | 46 |
|
|
2024
Q4 | $853K | Buy |
2,024
+1
| +0% | +$421 | 0.52% | 41 |
|
|
2024
Q3 | $871K | Sell |
2,023
-34
| -2% | -$14.6K | 0.53% | 36 |
|
|
2024
Q2 | $919K | Buy |
+2,057
| New | +$919K | 0.64% | 34 |
|