FSG
Financial Strategies Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Sell |
15,821
-8
| -0.1% | -$4.03K | 1.66% | 19 |
|
|
2025
Q1 | $6.11M | Buy |
15,829
+1,948
| +14% | +$751K | 1.44% | 22 |
|
|
2024
Q4 | $5.82M | Buy |
13,881
+919
| +7% | +$385K | 1.39% | 24 |
|
|
2024
Q3 | $5.43M | Buy |
12,962
+107
| +0.8% | +$44.8K | 1.27% | 26 |
|
|
2024
Q2 | $5.91M | Buy |
12,855
+1,756
| +16% | +$807K | 1.49% | 24 |
|
|
2024
Q1 | $4.73M | Buy |
11,099
+1,551
| +16% | +$661K | 1.27% | 25 |
|
|
2023
Q4 | $3.84M | Buy |
9,548
+1,129
| +13% | +$455K | 1.1% | 24 |
|
|
2023
Q3 | $2.8M | Buy |
8,419
+742
| +10% | +$246K | 0.88% | 25 |
|
|
2023
Q2 | $2.61M | Buy |
7,677
+1,692
| +28% | +$576K | 0.84% | 25 |
|
|
2023
Q1 | $1.73M | Buy |
5,985
+573
| +11% | +$165K | 0.66% | 26 |
|
|
2022
Q4 | $1.3M | Buy |
5,412
+394
| +8% | +$94.5K | 0.54% | 34 |
|
|
2022
Q3 | $1.17M | Buy |
5,018
+1,154
| +30% | +$269K | 0.53% | 32 |
|
|
2022
Q2 | $992K | Buy |
3,864
+1,039
| +37% | +$267K | 0.42% | 33 |
|
|
2022
Q1 | $871K | Buy |
2,825
+284
| +11% | +$87.6K | 0.35% | 33 |
|
|
2021
Q4 | $855K | Buy |
2,541
+57
| +2% | +$19.2K | 0.35% | 33 |
|
|
2021
Q3 | $700K | Buy |
2,484
+221
| +10% | +$62.3K | 0.31% | 35 |
|
|
2021
Q2 | $613K | Buy |
2,263
+441
| +24% | +$119K | 0.28% | 35 |
|
|
2021
Q1 | $430K | Sell |
1,822
-2,873
| -61% | -$678K | 0.22% | 40 |
|
|
2020
Q4 | $1.04M | Buy |
4,695
+441
| +10% | +$98.1K | 0.58% | 24 |
|
|
2020
Q3 | $895K | Buy |
4,254
+182
| +4% | +$38.3K | 0.6% | 24 |
|
|
2020
Q2 | $829K | Buy |
4,072
+73
| +2% | +$14.9K | 0.62% | 18 |
|
|
2020
Q1 | $631K | Buy |
3,999
+564
| +16% | +$89K | 0.57% | 17 |
|
|
2019
Q4 | $542K | Buy |
+3,435
| New | +$542K | 0.44% | 24 |
|