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