Highland Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Hold |
1,033
| – | – | 0.16% | 38 |
|
|
2025
Q1 | $388K | Sell |
1,033
-220
| -18% | -$82.6K | 0.14% | 39 |
|
|
2024
Q4 | $528K | Buy |
1,253
+474
| +61% | +$200K | 0.18% | 33 |
|
|
2024
Q3 | $335K | Sell |
779
-562
| -42% | -$242K | 0.12% | 36 |
|
|
2024
Q2 | $599K | Buy |
1,341
+423
| +46% | +$189K | 0.22% | 31 |
|
|
2024
Q1 | $386K | Buy |
918
+60
| +7% | +$25.2K | 0.15% | 39 |
|
|
2023
Q4 | $323K | Sell |
858
-6
| -0.7% | -$2.26K | 0.14% | 40 |
|
|
2023
Q3 | $273K | Buy |
864
+101
| +13% | +$31.9K | 0.14% | 38 |
|
|
2023
Q2 | $260K | Sell |
763
-873
| -53% | -$297K | 0.13% | 39 |
|
|
2023
Q1 | $472K | Sell |
1,636
-3
| -0.2% | -$866 | 0.26% | 33 |
|
|
2022
Q4 | $393K | Buy |
1,639
+49
| +3% | +$11.7K | 0.23% | 34 |
|
|
2022
Q3 | $370K | Hold |
1,590
| – | – | 0.26% | 42 |
|
|
2022
Q2 | $408K | Buy |
+1,590
| New | +$408K | 0.28% | 38 |
|