HFM
Hartford Financial Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
26,387
-25,985
| -50% | -$12.9M | 3.59% | 4 |
|
|
2025
Q1 | $19.7M | Buy |
52,372
+20
| +0% | +$7.51K | 4.06% | 2 |
|
|
2024
Q4 | $22.1M | Buy |
52,352
+495
| +1% | +$209K | 4.52% | 2 |
|
|
2024
Q3 | $22.3M | Buy |
51,857
+2,001
| +4% | +$861K | 4.56% | 2 |
|
|
2024
Q2 | $22.3M | Sell |
49,856
-684
| -1% | -$306K | 4.78% | 2 |
|
|
2024
Q1 | $21.3M | Sell |
50,540
-76
| -0.2% | -$32K | 4.49% | 2 |
|
|
2023
Q4 | $19M | Sell |
50,616
-186
| -0.4% | -$69.9K | 4.31% | 2 |
|
|
2023
Q3 | $16M | Sell |
50,802
-103
| -0.2% | -$32.5K | 4.1% | 1 |
|
|
2023
Q2 | $17.3M | Sell |
50,905
-946
| -2% | -$322K | 4.28% | 1 |
|
|
2023
Q1 | $14.9M | Sell |
51,851
-405
| -0.8% | -$117K | 3.87% | 1 |
|
|
2022
Q4 | $12.5M | Sell |
52,256
-619
| -1% | -$148K | 3.31% | 1 |
|
|
2022
Q3 | $12.3M | Sell |
52,875
-386
| -0.7% | -$89.9K | 3.62% | 1 |
|
|
2022
Q2 | $13.7M | Sell |
53,261
-237
| -0.4% | -$60.9K | 3.79% | 1 |
|
|
2022
Q1 | $16.5M | Sell |
53,498
-35
| -0.1% | -$10.8K | 3.98% | 1 |
|
|
2021
Q4 | $18M | Sell |
53,533
-604
| -1% | -$203K | 4.19% | 1 |
|
|
2021
Q3 | $15.3M | Sell |
54,137
-474
| -0.9% | -$134K | 3.88% | 1 |
|
|
2021
Q2 | $14.8M | Sell |
54,611
-107
| -0.2% | -$29K | 3.67% | 1 |
|
|
2021
Q1 | $12.9M | Sell |
54,718
-32
| -0.1% | -$7.55K | 3.2% | 2 |
|
|
2020
Q4 | $12.2M | Buy |
54,750
+541
| +1% | +$120K | 3.23% | 2 |
|
|
2020
Q3 | $11.4M | Buy |
54,209
+85
| +0.2% | +$17.9K | 3.38% | 2 |
|
|
2020
Q2 | $11M | Buy |
54,124
+2,092
| +4% | +$426K | 3.52% | 2 |
|
|
2020
Q1 | $8.21M | Sell |
52,032
-1,106
| -2% | -$174K | 3.28% | 2 |
|
|
2019
Q4 | $8.38M | Buy |
53,138
+268
| +0.5% | +$42.3K | 2.62% | 3 |
|
|
2019
Q3 | $7.35M | Buy |
52,870
+231
| +0.4% | +$32.1K | 2.45% | 4 |
|
|
2019
Q2 | $7.05M | Buy |
52,639
+287
| +0.5% | +$38.4K | 2.35% | 5 |
|
|
2019
Q1 | $6.17M | Buy |
52,352
+3,446
| +7% | +$406K | 2.11% | 6 |
|
|
2018
Q4 | $4.97M | Buy |
48,906
+2,866
| +6% | +$291K | 1.9% | 7 |
|
|
2018
Q3 | $5.27M | Buy |
46,040
+328
| +0.7% | +$37.5K | 1.78% | 9 |
|
|
2018
Q2 | $4.51M | Buy |
45,712
+25,095
| +122% | +$2.47M | 1.61% | 11 |
|
|
2018
Q1 | $1.88M | Buy |
20,617
+107
| +0.5% | +$9.76K | 0.95% | 33 |
|
|
2017
Q4 | $1.75M | Buy |
20,510
+50
| +0.2% | +$4.28K | 0.86% | 39 |
|
|
2017
Q3 | $1.52M | Buy |
20,460
+850
| +4% | +$63.3K | 0.77% | 47 |
|
|
2017
Q2 | $1.35M | Buy |
19,610
+2,150
| +12% | +$148K | 0.61% | 53 |
|
|
2017
Q1 | $1.15M | Buy |
17,460
+1,080
| +7% | +$71.1K | 0.69% | 53 |
|
|
2016
Q4 | $1.02M | Sell |
16,380
-2,125
| -11% | -$132K | 0.6% | 60 |
|
|
2016
Q3 | $1.07M | Buy |
18,505
+338
| +2% | +$19.5K | 0.65% | 56 |
|
|
2016
Q2 | $929K | Buy |
18,167
+3,775
| +26% | +$193K | 0.56% | 62 |
|
|
2016
Q1 | $794K | Buy |
14,392
+1,236
| +9% | +$68.2K | 0.49% | 64 |
|
|
2015
Q4 | $729K | Buy |
13,156
+1,600
| +14% | +$88.7K | 0.46% | 63 |
|
|
2015
Q3 | $511K | Buy |
11,556
+2,000
| +21% | +$88.4K | 0.34% | 73 |
|
|
2015
Q2 | $421K | Hold |
9,556
| – | – | 0.25% | 86 |
|
|
2015
Q1 | $388K | Sell |
9,556
-100
| -1% | -$4.06K | 0.24% | 86 |
|
|
2014
Q4 | $448K | Sell |
9,656
-400
| -4% | -$18.6K | 0.28% | 80 |
|
|
2014
Q3 | $466K | Hold |
10,056
| – | – | 0.28% | 87 |
|
|
2014
Q2 | $419K | Buy |
10,056
+356
| +4% | +$14.8K | 0.25% | 89 |
|
|
2014
Q1 | $397K | Hold |
9,700
| – | – | 0.26% | 87 |
|
|
2013
Q4 | $362K | Buy |
9,700
+400
| +4% | +$14.9K | 0.23% | 89 |
|
|
2013
Q3 | $309K | Hold |
9,300
| – | – | 0.21% | 94 |
|
|
2013
Q2 | $321K | Buy |
+9,300
| New | +$321K | 0.22% | 94 |
|