HFS
Howard Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
21,050
-3,393
| -14% | -$1.69M | 1.38% | 22 |
|
|
2025
Q1 | $9.18M | Buy |
24,443
+645
| +3% | +$242K | 1.25% | 21 |
|
|
2024
Q4 | $10M | Buy |
23,798
+4,846
| +26% | +$2.04M | 1.36% | 22 |
|
|
2024
Q3 | $8.16M | Buy |
18,952
+3,326
| +21% | +$1.43M | 1.18% | 24 |
|
|
2024
Q2 | $6.98M | Sell |
15,626
-689
| -4% | -$308K | 1.14% | 23 |
|
|
2024
Q1 | $6.86M | Sell |
16,315
-79
| -0.5% | -$33.2K | 1.18% | 23 |
|
|
2023
Q4 | $6.16M | Buy |
16,394
+512
| +3% | +$193K | 1.19% | 22 |
|
|
2023
Q3 | $5.01M | Buy |
15,882
+1,364
| +9% | +$431K | 1.15% | 21 |
|
|
2023
Q2 | $4.94M | Buy |
14,518
+187
| +1% | +$63.7K | 1.18% | 21 |
|
|
2023
Q1 | $4.13M | Buy |
14,331
+54
| +0.4% | +$15.6K | 1.01% | 24 |
|
|
2022
Q4 | $3.42M | Buy |
14,277
+1,101
| +8% | +$264K | 0.9% | 23 |
|
|
2022
Q3 | $3.07M | Sell |
13,176
-380
| -3% | -$88.5K | 0.99% | 20 |
|
|
2022
Q2 | $3.48M | Buy |
13,556
+1,085
| +9% | +$279K | 1.18% | 13 |
|
|
2022
Q1 | $3.85M | Buy |
12,471
+1,724
| +16% | +$532K | 1.14% | 13 |
|
|
2021
Q4 | $3.61M | Sell |
10,747
-415
| -4% | -$140K | 1.08% | 13 |
|
|
2021
Q3 | $3.15M | Buy |
11,162
+125
| +1% | +$35.2K | 1.18% | 15 |
|
|
2021
Q2 | $2.99M | Buy |
11,037
+167
| +2% | +$45.2K | 1.17% | 14 |
|
|
2021
Q1 | $2.56M | Buy |
10,870
+144
| +1% | +$34K | 1.15% | 14 |
|
|
2020
Q4 | $2.39M | Buy |
10,726
+328
| +3% | +$73K | 1.26% | 18 |
|
|
2020
Q3 | $2.19M | Buy |
10,398
+1,096
| +12% | +$231K | 1.41% | 17 |
|
|
2020
Q2 | $1.89M | Buy |
9,302
+305
| +3% | +$62.1K | 1.34% | 16 |
|
|
2020
Q1 | $1.42M | Buy |
8,997
+1,187
| +15% | +$187K | 1.26% | 17 |
|
|
2019
Q4 | $1.23M | Buy |
7,810
+229
| +3% | +$36.1K | 0.76% | 26 |
|
|
2019
Q3 | $1.05M | Sell |
7,581
-196
| -3% | -$27.3K | 0.7% | 30 |
|
|
2019
Q2 | $1.04M | Sell |
7,777
-847
| -10% | -$113K | 0.71% | 32 |
|
|
2019
Q1 | $1.02M | Buy |
8,624
+1,053
| +14% | +$124K | 0.72% | 31 |
|
|
2018
Q4 | $769K | Buy |
+7,571
| New | +$769K | 0.59% | 35 |
|