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 | $7.42M | Buy |
14,908
+1
| +0% | +$497 | 1.38% | 8 |
|
|
2025
Q1 | $5.6M | Sell |
14,907
-165
| -1% | -$61.9K | 1.1% | 10 |
|
|
2024
Q4 | $6.35M | Buy |
15,072
+16
| +0.1% | +$6.74K | 1.22% | 10 |
|
|
2024
Q3 | $6.48M | Buy |
15,056
+15
| +0.1% | +$6.46K | 1.23% | 8 |
|
|
2024
Q2 | $6.72M | Sell |
15,041
-6,358
| -30% | -$2.84M | 1.37% | 8 |
|
|
2024
Q1 | $9M | Buy |
21,399
+1
| +0% | +$421 | 1.86% | 7 |
|
|
2023
Q4 | $8.05M | Buy |
21,398
+295
| +1% | +$111K | 1.8% | 7 |
|
|
2023
Q3 | $6.66M | Buy |
21,103
+506
| +2% | +$160K | 1.65% | 7 |
|
|
2023
Q2 | $7.01M | Buy |
20,597
+164
| +0.8% | +$55.8K | 1.67% | 7 |
|
|
2023
Q1 | $5.89M | Buy |
20,433
+1
| +0% | +$288 | 1.49% | 7 |
|
|
2022
Q4 | $4.9M | Sell |
20,432
-986
| -5% | -$236K | 1.34% | 8 |
|
|
2022
Q3 | $4.84M | Sell |
21,418
-130
| -0.6% | -$29.3K | 1.68% | 7 |
|
|
2022
Q2 | $5.53M | Buy |
21,548
+89
| +0.4% | +$22.9K | 1.95% | 7 |
|
|
2022
Q1 | $6.62M | Buy |
21,459
+1
| +0% | +$308 | 2.06% | 7 |
|
|
2021
Q4 | $7.22M | Buy |
21,458
+141
| +0.7% | +$47.4K | 2.2% | 7 |
|
|
2021
Q3 | $6.01M | Buy |
21,317
+366
| +2% | +$103K | 2.03% | 6 |
|
|
2021
Q2 | $5.68M | Sell |
20,951
-76
| -0.4% | -$20.6K | 1.99% | 6 |
|
|
2021
Q1 | $4.96M | Buy |
21,027
+459
| +2% | +$108K | 1.98% | 6 |
|
|
2020
Q4 | $4.58M | Buy |
20,568
+608
| +3% | +$135K | 2.03% | 6 |
|
|
2020
Q3 | $4.2M | Buy |
19,960
+314
| +2% | +$66K | 2.21% | 6 |
|
|
2020
Q2 | $4M | Sell |
19,646
-49
| -0.2% | -$9.97K | 2.23% | 5 |
|
|
2020
Q1 | $3.11M | Sell |
19,695
-13
| -0.1% | -$2.05K | 2.1% | 6 |
|
|
2019
Q4 | $3.11M | Sell |
19,708
-45
| -0.2% | -$7.1K | 1.76% | 6 |
|
|
2019
Q3 | $2.75M | Sell |
19,753
-699
| -3% | -$97.2K | 1.68% | 6 |
|
|
2019
Q2 | $2.74M | Buy |
20,452
+446
| +2% | +$59.8K | 1.76% | 6 |
|
|
2019
Q1 | $2.36M | Sell |
20,006
-315
| -2% | -$37.2K | 1.61% | 8 |
|
|
2018
Q4 | $2.06M | Buy |
+20,321
| New | +$2.06M | 1.68% | 8 |
|