EFG
Ethos Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
22,628
-19,274
| -46% | -$9.59M | 0.97% | 25 |
|
|
2025
Q1 | $17M | Buy |
41,902
+28,591
| +215% | +$11.6M | 1.62% | 12 |
|
|
2024
Q4 | $5.61M | Buy |
13,311
+285
| +2% | +$120K | 0.73% | 38 |
|
|
2024
Q3 | $5.61M | Buy |
13,026
+96
| +0.7% | +$41.3K | 0.92% | 31 |
|
|
2024
Q2 | $5.81M | Sell |
12,930
-879
| -6% | -$395K | 1.02% | 31 |
|
|
2024
Q1 | $5.82M | Buy |
13,809
+195
| +1% | +$82.2K | 1.1% | 29 |
|
|
2023
Q4 | $5.14M | Buy |
13,614
+620
| +5% | +$234K | 1.09% | 28 |
|
|
2023
Q3 | $4.12M | Buy |
12,994
+1,535
| +13% | +$486K | 1.06% | 33 |
|
|
2023
Q2 | $3.02M | Hold |
11,459
| – | – | 1.02% | 31 |
|
|
2023
Q1 | $3.02M | Buy |
11,459
+351
| +3% | +$92.5K | 0.94% | 32 |
|
|
2022
Q4 | $2.69M | Buy |
+11,108
| New | +$2.69M | 0.91% | 31 |
|