DFG
Dupree Financial Group’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Buy |
2,033
+413
| +25% | +$205K | 0.4% | 40 |
|
2025
Q1 | $608K | Sell |
1,620
-220
| -12% | -$82.6K | 0.25% | 46 |
|
2024
Q4 | $776K | Sell |
1,840
-145
| -7% | -$61.1K | 0.35% | 37 |
|
2024
Q3 | $854K | Buy |
1,985
+26
| +1% | +$11.2K | 0.34% | 42 |
|
2024
Q2 | $876K | Hold |
1,959
| – | – | 0.4% | 34 |
|
2024
Q1 | $824K | Buy |
1,959
+84
| +4% | +$35.3K | 0.37% | 32 |
|
2023
Q4 | $705K | Buy |
+1,875
| New | +$705K | 0.35% | 29 |
|