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Financial Security Advisor’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.2M Buy
30,653
+93
+0.3% +$46.3K 3.51% 6
2025
Q1
$11.5M Buy
30,560
+555
+2% +$208K 2.91% 9
2024
Q4
$12.6M Sell
30,005
-82
-0.3% -$34.6K 3.21% 9
2024
Q3
$12.9M Buy
30,087
+1,577
+6% +$679K 3.23% 9
2024
Q2
$12.7M Buy
28,510
+1,063
+4% +$475K 4.27% 6
2024
Q1
$11.5M Buy
27,447
+177
+0.6% +$74.5K 4.04% 6
2023
Q4
$10.3M Buy
27,270
+452
+2% +$170K 4.03% 6
2023
Q3
$8.47M Buy
+26,818
New +$8.47M 3.89% 6