EFA
Edge Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
3,645
+308
| +9% | +$153K | 0.95% | 22 |
|
|
2025
Q1 | $1.25M | Sell |
3,337
-172
| -5% | -$64.6K | 0.79% | 28 |
|
|
2024
Q4 | $1.48M | Sell |
3,509
-38
| -1% | -$16K | 1.32% | 30 |
|
|
2024
Q3 | $1.53M | Buy |
+3,547
| New | +$1.53M | 1.35% | 29 |
|
|
2024
Q1 | $2.41M | Buy |
+5,724
| New | +$2.41M | 2.12% | 7 |
|