HAFS
Hapanowicz & Associates Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
1,089
-169
| -13% | -$84.1K | 0.27% | 18 |
|
|
2025
Q1 | $472K | Buy |
1,258
+473
| +60% | +$178K | 0.26% | 19 |
|
|
2024
Q4 | $331K | Hold |
785
| – | – | 0.17% | 24 |
|
|
2024
Q3 | $338K | Hold |
785
| – | – | 0.17% | 20 |
|
|
2024
Q2 | $351K | Hold |
785
| – | – | 0.2% | 19 |
|
|
2024
Q1 | $330K | Buy |
785
+170
| +28% | +$71.5K | 0.19% | 21 |
|
|
2023
Q4 | $231K | Sell |
615
-161
| -21% | -$60.5K | 0.14% | 26 |
|
|
2023
Q3 | $245K | Hold |
776
| – | – | 0.17% | 23 |
|
|
2023
Q2 | $264K | Hold |
776
| – | – | 0.18% | 25 |
|
|
2023
Q1 | $224K | Buy |
+776
| New | +$224K | 0.15% | 24 |
|
|
2022
Q1 | – | Sell |
-615
| Closed | -$208K | – | 33 |
|
|
2021
Q4 | $208K | Buy |
+615
| New | +$208K | 0.09% | 31 |
|