EFG
Embree Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Hold |
53,340
| – | – | 3.99% | 5 |
|
|
2025
Q1 | $20M | Buy |
53,340
+2,858
| +6% | +$1.07M | 3.35% | 6 |
|
|
2024
Q4 | $21.3M | Buy |
50,482
+446
| +0.9% | +$188K | 3.63% | 6 |
|
|
2024
Q3 | $21.5M | Buy |
50,036
+1,448
| +3% | +$623K | 3.83% | 6 |
|
|
2024
Q2 | $21.7M | Buy |
48,588
+409
| +0.8% | +$183K | 4.17% | 6 |
|
|
2024
Q1 | $20.3M | Sell |
48,179
-2,178
| -4% | -$916K | 3.98% | 6 |
|
|
2023
Q4 | $18.9M | Buy |
+50,357
| New | +$18.9M | 3.98% | 6 |
|