Fi3 Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
10,635
+739
| +7% | +$368K | 1.91% | 12 |
|
|
2025
Q1 | $3.71M | Sell |
9,896
-572
| -5% | -$215K | 1.51% | 13 |
|
|
2024
Q4 | $4.41M | Buy |
10,468
+495
| +5% | +$209K | 1.65% | 14 |
|
|
2024
Q3 | $4.29M | Buy |
9,973
+853
| +9% | +$367K | 1.71% | 12 |
|
|
2024
Q2 | $4.08M | Sell |
9,120
-75
| -0.8% | -$33.5K | 1.79% | 12 |
|
|
2024
Q1 | $3.74M | Buy |
9,195
+954
| +12% | +$388K | 1.72% | 12 |
|
|
2023
Q4 | $3.1M | Sell |
8,241
-265
| -3% | -$99.6K | 1.48% | 13 |
|
|
2023
Q3 | $2.69M | Buy |
8,506
+1,140
| +15% | +$360K | 1.44% | 13 |
|
|
2023
Q2 | $2.51M | Sell |
7,366
-135
| -2% | -$46K | 1.31% | 13 |
|
|
2023
Q1 | $2.16M | Buy |
7,501
+58
| +0.8% | +$16.7K | 1.15% | 17 |
|
|
2022
Q4 | $1.79M | Buy |
7,443
+2,225
| +43% | +$534K | 1.02% | 17 |
|
|
2022
Q3 | $1.22M | Sell |
5,218
-108
| -2% | -$25.1K | 1.11% | 16 |
|
|
2022
Q2 | $1.35M | Buy |
5,326
+944
| +22% | +$239K | 1.11% | 18 |
|
|
2022
Q1 | $1.35M | Sell |
4,382
-103
| -2% | -$31.8K | 1.05% | 17 |
|
|
2021
Q4 | $1.51M | Buy |
4,485
+382
| +9% | +$128K | 0.99% | 17 |
|
|
2021
Q3 | $1.16M | Sell |
4,103
-45
| -1% | -$12.7K | 0.77% | 20 |
|
|
2021
Q2 | $1.19M | Buy |
4,148
+867
| +26% | +$249K | 0.82% | 19 |
|
|
2021
Q1 | $773K | Buy |
+3,281
| New | +$773K | 0.66% | 19 |
|