HA
HFG Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $825K | Sell |
1,658
-15
| -0.9% | -$7.46K | 0.65% | 44 |
|
2025
Q1 | $628K | Sell |
1,673
-1,322
| -44% | -$496K | 0.54% | 47 |
|
2024
Q4 | $1.26M | Buy |
2,995
+81
| +3% | +$34.1K | 1.1% | 27 |
|
2024
Q3 | $1.25M | Hold |
2,914
| – | – | 1.11% | 23 |
|
2024
Q2 | $1.3M | Sell |
2,914
-451
| -13% | -$202K | 1.22% | 24 |
|
2024
Q1 | $1.42M | Sell |
3,365
-816
| -20% | -$343K | 1.26% | 23 |
|
2023
Q4 | $1.57M | Sell |
4,181
-12
| -0.3% | -$4.51K | 1.51% | 16 |
|
2023
Q3 | $1.32M | Buy |
4,193
+823
| +24% | +$260K | 1.45% | 20 |
|
2023
Q2 | $1.15M | Buy |
3,370
+586
| +21% | +$200K | 1.21% | 25 |
|
2023
Q1 | $803K | Sell |
2,784
-33
| -1% | -$9.51K | 0.91% | 31 |
|
2022
Q4 | $676K | Hold |
2,817
| – | – | 0.79% | 34 |
|
2022
Q3 | $656K | Buy |
2,817
+314
| +13% | +$73.1K | 0.91% | 32 |
|
2022
Q2 | $643K | Buy |
2,503
+1,312
| +110% | +$337K | 0.87% | 35 |
|
2022
Q1 | $367K | Hold |
1,191
| – | – | 0.42% | 45 |
|
2021
Q4 | $401K | Buy |
+1,191
| New | +$401K | 0.45% | 47 |
|