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Harbor Group’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$907K Hold
1,824
0.16% 47
2025
Q1
$685K Sell
1,824
-30
-2% -$11.3K 0.14% 44
2024
Q4
$781K Hold
1,854
0.18% 42
2024
Q3
$798K Buy
1,854
+1
+0.1% +$430 0.18% 41
2024
Q2
$828K Sell
1,853
-1
-0.1% -$447 0.21% 39
2024
Q1
$780K Buy
1,854
+160
+9% +$67.3K 0.21% 37
2023
Q4
$637K Buy
1,694
+76
+5% +$28.6K 0.18% 39
2023
Q3
$511K Hold
1,618
0.29% 31
2023
Q2
$551K Sell
1,618
-283
-15% -$96.4K 0.3% 29
2023
Q1
$548K Buy
1,901
+270
+17% +$77.9K 0.33% 26
2022
Q4
$391K Buy
1,631
+115
+8% +$27.6K 0.25% 36
2022
Q3
$353K Sell
1,516
-5
-0.3% -$1.16K 0.26% 37
2022
Q2
$391K Hold
1,521
0.29% 35
2022
Q1
$469K Buy
1,521
+635
+72% +$196K 0.3% 28
2021
Q4
$298K Sell
886
-246
-22% -$82.7K 0.18% 39
2021
Q3
$319K Hold
1,132
0.21% 35
2021
Q2
$307K Hold
1,132
0.2% 33
2021
Q1
$291K Buy
1,132
+201
+22% +$51.7K 0.2% 37
2020
Q4
$202K Buy
+931
New +$202K 0.15% 53