MTM FINANCIAL GROUP, LLC’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$508K Buy
2025
Q4
$623K Hold
2025
Q3
$667K Sell
2025
Q2
$651K Buy
2025
Q1
$461K Hold
2024
Q4
$517K Buy
2024
Q3
$521K Hold
2024
Q2
$541K Buy
2024
Q1
$509K Buy
2023
Q4
$447K Buy
2023
Q3
$374K Buy
2023
Q2
$397K Buy
2023
Q1
$333K Buy
2022
Q4
$276K Sell
2022
Q3
$269K Buy
2022
Q2
$294K Buy
2022
Q1
$353K Buy