Guardian Financial Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
3,770
+112
| +3% | +$55.7K | 0.84% | 25 |
|
|
2025
Q1 | $1.37M | Sell |
3,658
-37
| -1% | -$13.9K | 0.66% | 28 |
|
|
2024
Q4 | $1.56M | Buy |
3,695
+344
| +10% | +$145K | 0.93% | 24 |
|
|
2024
Q3 | $1.44M | Buy |
3,351
+105
| +3% | +$45.2K | 0.9% | 25 |
|
|
2024
Q2 | $1.45M | Sell |
3,246
-314
| -9% | -$140K | 0.96% | 24 |
|
|
2024
Q1 | $1.5M | Sell |
3,560
-12
| -0.3% | -$5.05K | 1.03% | 22 |
|
|
2023
Q4 | $1.34M | Buy |
3,572
+162
| +5% | +$60.9K | 1.1% | 20 |
|
|
2023
Q3 | $1.08M | Buy |
+3,410
| New | +$1.08M | 1.01% | 21 |
|
|
2023
Q2 | – | Sell |
-3,633
| Closed | -$1.05M | – | 24 |
|
|
2023
Q1 | $1.05M | Buy |
3,633
+9
| +0.2% | +$2.59K | 1.05% | 20 |
|
|
2022
Q4 | $869K | Buy |
3,624
+12
| +0.3% | +$2.88K | 0.92% | 21 |
|
|
2022
Q3 | $841K | Buy |
3,612
+58
| +2% | +$13.5K | 0.97% | 17 |
|
|
2022
Q2 | $913K | Sell |
3,554
-929
| -21% | -$239K | 1.02% | 13 |
|
|
2022
Q1 | $1.23M | Buy |
4,483
+203
| +5% | +$55.6K | 1.26% | 12 |
|
|
2021
Q4 | $1.44M | Buy |
+4,280
| New | +$1.44M | 1.37% | 12 |
|