HFS
Hoge Financial Services’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.67M | Sell |
5,371
-483
| -8% | -$240K | 1.66% | 12 |
|
2025
Q1 | $2.2M | Buy |
5,854
+1,025
| +21% | +$385K | 1.54% | 14 |
|
2024
Q4 | $2.04M | Buy |
4,829
+1,208
| +33% | +$509K | 1.49% | 15 |
|
2024
Q3 | $1.56M | Buy |
3,621
+304
| +9% | +$131K | 1.17% | 15 |
|
2024
Q2 | $1.48M | Buy |
3,317
+860
| +35% | +$384K | 1.21% | 14 |
|
2024
Q1 | $1.03M | Buy |
2,457
+374
| +18% | +$157K | 0.84% | 16 |
|
2023
Q4 | $783K | Buy |
+2,083
| New | +$783K | 0.79% | 17 |
|