Financial Advisory Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.07M | Sell |
12,210
-1,128
| -8% | -$561K | 1.91% | 12 |
|
2025
Q1 | $5.01M | Sell |
13,338
-108
| -0.8% | -$40.5K | 1.68% | 17 |
|
2024
Q4 | $5.67M | Sell |
13,446
-86
| -0.6% | -$36.2K | 1.88% | 9 |
|
2024
Q3 | $5.82M | Buy |
13,532
+231
| +2% | +$99.4K | 1.93% | 9 |
|
2024
Q2 | $5.94M | Sell |
13,301
-526
| -4% | -$235K | 2.22% | 7 |
|
2024
Q1 | $5.82M | Sell |
13,827
-1,818
| -12% | -$765K | 2.25% | 7 |
|
2023
Q4 | $5.88M | Sell |
15,645
-474
| -3% | -$178K | 2.14% | 7 |
|
2023
Q3 | $5.09M | Sell |
16,119
-18
| -0.1% | -$5.68K | 2.05% | 7 |
|
2023
Q2 | $5.5M | Sell |
16,137
-70
| -0.4% | -$23.8K | 2.11% | 7 |
|
2023
Q1 | $4.67M | Sell |
16,207
-223
| -1% | -$64.3K | 1.85% | 10 |
|
2022
Q4 | $3.94M | Sell |
16,430
-269
| -2% | -$64.5K | 1.62% | 23 |
|
2022
Q3 | $3.89M | Buy |
16,699
+139
| +0.8% | +$32.4K | 1.69% | 15 |
|
2022
Q2 | $4.25M | Buy |
16,560
+504
| +3% | +$129K | 1.76% | 14 |
|
2022
Q1 | $4.95M | Buy |
16,056
+131
| +0.8% | +$40.4K | 1.83% | 13 |
|
2021
Q4 | $5.36M | Buy |
+15,925
| New | +$5.36M | 1.96% | 13 |
|