Financial Synergies Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
3,975
+535
| +16% | +$266K | 0.22% | 37 |
|
|
2025
Q1 | $1.29M | Buy |
3,440
+145
| +4% | +$54.4K | 0.16% | 40 |
|
|
2024
Q4 | $1.39M | Sell |
3,295
-114
| -3% | -$48K | 0.17% | 36 |
|
|
2024
Q3 | $1.47M | Buy |
3,409
+384
| +13% | +$165K | 0.18% | 36 |
|
|
2024
Q2 | $1.35M | Buy |
3,025
+424
| +16% | +$189K | 0.18% | 37 |
|
|
2024
Q1 | $1.09M | Buy |
2,601
+1,540
| +145% | +$648K | 0.14% | 41 |
|
|
2023
Q4 | $254K | Sell |
1,061
-1,513
| -59% | -$363K | 0.04% | 62 |
|
|
2023
Q3 | $813K | Buy |
2,574
+1,314
| +104% | +$415K | 0.12% | 44 |
|
|
2023
Q2 | $429K | Sell |
1,260
-47
| -4% | -$16K | 0.06% | 55 |
|
|
2023
Q1 | $377K | Buy |
1,307
+246
| +23% | +$70.9K | 0.06% | 58 |
|
|
2022
Q4 | $254K | Buy |
1,061
+228
| +27% | +$54.7K | 0.04% | 62 |
|
|
2022
Q3 | $194K | Sell |
833
-21
| -2% | -$4.89K | 0.03% | 66 |
|
|
2022
Q2 | $219K | Buy |
854
+48
| +6% | +$12.3K | 0.04% | 64 |
|
|
2022
Q1 | $248K | Sell |
806
-932
| -54% | -$287K | 0.04% | 55 |
|
|
2021
Q4 | $585K | Buy |
1,738
+678
| +64% | +$228K | 0.08% | 46 |
|
|
2021
Q3 | $299K | Buy |
1,060
+161
| +18% | +$45.4K | 0.04% | 56 |
|
|
2021
Q2 | $244K | Sell |
899
-9
| -1% | -$2.44K | 0.03% | 57 |
|
|
2021
Q1 | $214K | Sell |
908
-117
| -11% | -$27.6K | 0.03% | 56 |
|
|
2020
Q4 | $228K | Buy |
1,025
+9
| +0.9% | +$2K | 0.04% | 52 |
|
|
2020
Q3 | $214K | Sell |
1,016
-457
| -31% | -$96.1K | 0.05% | 60 |
|
|
2020
Q2 | $300K | Sell |
1,473
-110
| -7% | -$22.4K | 0.1% | 46 |
|
|
2020
Q1 | $250K | Buy |
+1,583
| New | +$250K | 0.14% | 32 |
|