Financial Symmetry’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
2,243
-8
| -0.4% | -$3.98K | 0.58% | 20 |
|
|
2025
Q1 | $845K | Buy |
2,251
+156
| +7% | +$58.6K | 0.52% | 20 |
|
|
2024
Q4 | $883K | Sell |
2,095
-11
| -0.5% | -$4.64K | 0.6% | 20 |
|
|
2024
Q3 | $906K | Buy |
2,106
+184
| +10% | +$79.2K | 0.63% | 19 |
|
|
2024
Q2 | $859K | Buy |
1,922
+115
| +6% | +$51.4K | 0.67% | 18 |
|
|
2024
Q1 | $760K | Buy |
1,807
+97
| +6% | +$40.8K | 0.67% | 17 |
|
|
2023
Q4 | $643K | Buy |
+1,710
| New | +$643K | 0.63% | 16 |
|