HSG
Helen Stephens Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
4,572
+5
| +0.1% | +$2.49K | 0.56% | 27 |
|
|
2025
Q1 | $1.71M | Buy |
4,567
+90
| +2% | +$33.8K | 0.49% | 29 |
|
|
2024
Q4 | $1.89M | Sell |
4,477
-122
| -3% | -$51.4K | 0.56% | 27 |
|
|
2024
Q3 | $1.98M | Sell |
4,599
-190
| -4% | -$81.8K | 0.6% | 25 |
|
|
2024
Q2 | $2.14M | Buy |
4,789
+27
| +0.6% | +$12.1K | 0.74% | 23 |
|
|
2024
Q1 | $2M | Buy |
4,762
+4
| +0.1% | +$1.68K | 0.77% | 24 |
|
|
2023
Q4 | $1.79M | Sell |
4,758
-127
| -3% | -$47.8K | 0.8% | 25 |
|
|
2023
Q3 | $1.54M | Sell |
4,885
-30
| -0.6% | -$9.47K | 0.8% | 26 |
|
|
2023
Q2 | $1.67M | Buy |
4,915
+111
| +2% | +$37.8K | 0.85% | 24 |
|
|
2023
Q1 | $1.39M | Buy |
4,804
+11
| +0.2% | +$3.17K | 0.72% | 28 |
|
|
2022
Q4 | $1.15M | Sell |
4,793
-164
| -3% | -$39.3K | 0.69% | 27 |
|
|
2022
Q3 | $1.15M | Buy |
4,957
+314
| +7% | +$73.1K | 0.81% | 24 |
|
|
2022
Q2 | $1.19M | Buy |
4,643
+10
| +0.2% | +$2.57K | 0.85% | 22 |
|
|
2022
Q1 | $1.43M | Sell |
4,633
-4
| -0.1% | -$1.23K | 0.98% | 17 |
|
|
2021
Q4 | $1.56M | Buy |
+4,637
| New | +$1.56M | 1.25% | 15 |
|