Guerra Pan 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 | $4.65M | Buy |
9,352
+682
| +8% | +$339K | 3.07% | 8 |
|
|
2025
Q1 | $3.25M | Sell |
8,670
-19
| -0.2% | -$7.13K | 2.55% | 12 |
|
|
2024
Q4 | $3.66M | Buy |
8,689
+579
| +7% | +$244K | 2.65% | 11 |
|
|
2024
Q3 | $3.49M | Buy |
8,110
+31
| +0.4% | +$13.3K | 2.79% | 9 |
|
|
2024
Q2 | $3.61M | Buy |
8,079
+141
| +2% | +$63K | 3.02% | 7 |
|
|
2024
Q1 | $3.34M | Sell |
7,938
-931
| -10% | -$392K | 3.09% | 7 |
|
|
2023
Q4 | $3.34M | Buy |
8,869
+200
| +2% | +$75.2K | 3.18% | 6 |
|
|
2023
Q3 | $2.74M | Buy |
8,669
+11
| +0.1% | +$3.47K | 3.16% | 6 |
|
|
2023
Q2 | $2.95M | Buy |
8,658
+62
| +0.7% | +$21.1K | 3.27% | 5 |
|
|
2023
Q1 | $2.48M | Buy |
8,596
+146
| +2% | +$42.1K | 3.11% | 5 |
|
|
2022
Q4 | $2.03M | Hold |
8,450
| – | – | 2.77% | 7 |
|
|
2022
Q3 | $1.98M | Hold |
8,450
| – | – | 2.89% | 6 |
|
|
2022
Q2 | $2.37M | Hold |
8,450
| – | – | 2.94% | 5 |
|
|
2022
Q1 | $2.39M | Hold |
8,450
| – | – | 2.89% | 6 |
|
|
2021
Q4 | $2.84M | Buy |
+8,450
| New | +$2.84M | 2.82% | 7 |
|