Fortune Financial 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 | $3.49M | Buy |
7,018
+131
| +2% | +$65.2K | 2.81% | 6 |
|
|
2025
Q1 | $2.59M | Buy |
6,887
+510
| +8% | +$191K | 2.23% | 11 |
|
|
2024
Q4 | $2.69M | Buy |
6,377
+54
| +0.9% | +$22.8K | 2.44% | 9 |
|
|
2024
Q3 | $2.72M | Sell |
6,323
-12,514
| -66% | -$5.38M | 2.46% | 11 |
|
|
2024
Q2 | $8.42M | Buy |
18,837
+875
| +5% | +$391K | 5.16% | 2 |
|
|
2024
Q1 | $7.56M | Buy |
17,962
+1,291
| +8% | +$543K | 4.79% | 2 |
|
|
2023
Q4 | $6.27M | Buy |
16,671
+486
| +3% | +$183K | 4.38% | 2 |
|
|
2023
Q3 | $5.11M | Buy |
16,185
+42
| +0.3% | +$13.3K | 3.91% | 2 |
|
|
2023
Q2 | $5.5M | Buy |
+16,143
| New | +$5.5M | 4.13% | 2 |
|