HFRG
Houlihan Financial Resource Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.61M | Sell |
16,891
-161
| -0.9% | -$82K | 3.57% | 5 |
|
|
2025
Q1 | $6.4M | Sell |
17,052
-312
| -2% | -$117K | 2.88% | 8 |
|
|
2024
Q4 | $7.32M | Buy |
17,364
+2
| +0% | +$843 | 3.12% | 7 |
|
|
2024
Q3 | $7.47M | Buy |
+17,362
| New | +$7.47M | 3.09% | 6 |
|
|
2024
Q2 | – | Sell |
-17,270
| Closed | -$7.27M | – | 85 |
|
|
2024
Q1 | $7.27M | Buy |
17,270
+298
| +2% | +$125K | 3.26% | 6 |
|
|
2023
Q4 | $6.38M | Buy |
16,972
+191
| +1% | +$71.8K | 3.09% | 7 |
|
|
2023
Q3 | $5.42M | Buy |
+16,781
| New | +$5.42M | 2.9% | 9 |
|
|
2023
Q2 | – | Sell |
-16,866
| Closed | -$4.86M | – | 160 |
|
|
2023
Q1 | $4.86M | Sell |
16,866
-424
| -2% | -$122K | 2.65% | 12 |
|
|
2022
Q4 | $4.16M | Sell |
17,290
-199
| -1% | -$47.9K | 2.4% | 14 |
|
|
2022
Q3 | $4.15M | Buy |
+17,489
| New | +$4.15M | 2.52% | 11 |
|
|
2020
Q3 | $4.72M | Buy |
+21,804
| New | +$4.72M | 2.73% | 6 |
|
|
2020
Q1 | $3.39M | Sell |
21,467
-9,685
| -31% | -$1.53M | 2.94% | 6 |
|
|
2019
Q4 | $4.91M | Buy |
+31,152
| New | +$4.91M | 3.18% | 8 |
|