HA
Hofer & Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
4,286
+124
| +3% | +$61.7K | 1.33% | 22 |
|
|
2025
Q1 | $1.56M | Buy |
4,162
+63
| +2% | +$23.7K | 1.06% | 25 |
|
|
2024
Q4 | $1.73M | Buy |
4,099
+10
| +0.2% | +$4.22K | 1.16% | 24 |
|
|
2024
Q3 | $1.76M | Buy |
4,089
+13
| +0.3% | +$5.59K | 1.21% | 25 |
|
|
2024
Q2 | $1.82M | Buy |
4,076
+105
| +3% | +$46.9K | 1.41% | 24 |
|
|
2024
Q1 | $1.67M | Buy |
3,971
+100
| +3% | +$42.1K | 1.41% | 23 |
|
|
2023
Q4 | $1.46M | Buy |
3,871
+197
| +5% | +$74.1K | 1.35% | 21 |
|
|
2023
Q3 | $1.16M | Buy |
3,674
+247
| +7% | +$78K | 1.19% | 21 |
|
|
2023
Q2 | $1.17M | Buy |
3,427
+136
| +4% | +$46.3K | 1.12% | 23 |
|
|
2023
Q1 | $789K | Hold |
3,291
| – | – | 0.79% | 23 |
|
|
2022
Q4 | $789K | Buy |
3,291
+478
| +17% | +$115K | 0.79% | 23 |
|
|
2022
Q3 | $655K | Buy |
2,813
+140
| +5% | +$32.6K | 0.7% | 24 |
|
|
2022
Q2 | $687K | Buy |
2,673
+156
| +6% | +$40.1K | 0.72% | 23 |
|
|
2022
Q1 | $776K | Buy |
2,517
+76
| +3% | +$23.4K | 0.68% | 24 |
|
|
2021
Q4 | $821K | Buy |
+2,441
| New | +$821K | 0.74% | 23 |
|