Francis Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
4,514
-615
| -12% | -$306K | 0.52% | 32 |
|
|
2025
Q1 | $1.93M | Sell |
5,129
-4,231
| -45% | -$1.59M | 0.47% | 30 |
|
|
2024
Q4 | $2.41M | Buy |
9,360
+3,929
| +72% | +$1.01M | 0.61% | 24 |
|
|
2024
Q3 | $2.34M | Buy |
5,431
+49
| +0.9% | +$21.1K | 0.62% | 23 |
|
|
2024
Q2 | $2.41M | Buy |
5,382
+866
| +19% | +$387K | 0.73% | 20 |
|
|
2024
Q1 | $1.9M | Buy |
4,516
+290
| +7% | +$122K | 0.61% | 23 |
|
|
2023
Q4 | $1.59M | Buy |
4,226
+619
| +17% | +$233K | 0.68% | 20 |
|
|
2023
Q3 | $1.14M | Buy |
3,607
+283
| +9% | +$89.3K | 0.59% | 18 |
|
|
2023
Q2 | $1.13M | Hold |
3,324
| – | – | 0.61% | 19 |
|
|
2023
Q1 | $958K | Buy |
3,324
+720
| +28% | +$208K | 0.65% | 17 |
|
|
2022
Q4 | $624K | Buy |
2,604
+46
| +2% | +$11K | 0.58% | 18 |
|
|
2022
Q3 | $596K | Buy |
2,558
+162
| +7% | +$37.7K | 0.61% | 15 |
|
|
2022
Q2 | $620K | Buy |
+2,396
| New | +$620K | 0.55% | 18 |
|
|
2018
Q1 | $211K | Buy |
+2,316
| New | +$211K | 0.48% | 20 |
|