Financial Alternatives’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Hold |
682
| – | – | 0.22% | 59 |
|
|
2025
Q1 | $256K | Buy |
682
+3
| +0.4% | +$1.13K | 0.18% | 71 |
|
|
2024
Q4 | $286K | Sell |
679
-17
| -2% | -$7.17K | 0.2% | 69 |
|
|
2024
Q3 | $300K | Buy |
696
+17
| +3% | +$7.32K | 0.21% | 68 |
|
|
2024
Q2 | $303K | Buy |
679
+90
| +15% | +$40.2K | 0.23% | 64 |
|
|
2024
Q1 | $248K | Hold |
589
| – | – | 0.19% | 68 |
|
|
2023
Q4 | $221K | Sell |
589
-603
| -51% | -$227K | 0.19% | 71 |
|
|
2023
Q3 | $376K | Buy |
1,192
+112
| +10% | +$35.4K | 0.35% | 49 |
|
|
2023
Q2 | $368K | Sell |
1,080
-13
| -1% | -$4.43K | 0.33% | 48 |
|
|
2023
Q1 | $315K | Hold |
1,093
| – | – | 0.3% | 53 |
|
|
2022
Q4 | $262K | Buy |
+1,093
| New | +$262K | 0.26% | 67 |
|