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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