Hummer Financial Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
6,229
+10
| +0.2% | +$4.97K | 2.33% | 6 |
|
|
2025
Q1 | $2.33M | Buy |
6,219
+120
| +2% | +$45K | 1.9% | 7 |
|
|
2024
Q4 | $2.57M | Sell |
6,099
-100
| -2% | -$42.2K | 2.03% | 7 |
|
|
2024
Q3 | $2.67M | Buy |
6,199
+10
| +0.2% | +$4.3K | 2.1% | 6 |
|
|
2024
Q2 | $2.77M | Sell |
6,189
-25
| -0.4% | -$11.2K | 2.39% | 6 |
|
|
2024
Q1 | $2.61M | Hold |
6,214
| – | – | 2.16% | 6 |
|
|
2023
Q4 | $2.34M | Buy |
6,214
+14
| +0.2% | +$5.27K | 2.14% | 7 |
|
|
2023
Q3 | $1.96M | Hold |
6,200
| – | – | 2% | 7 |
|
|
2023
Q2 | $2.11M | Hold |
6,200
| – | – | 2.07% | 7 |
|
|
2023
Q1 | $1.79M | Sell |
6,200
-130
| -2% | -$37.5K | 1.9% | 7 |
|
|
2022
Q4 | $1.52M | Hold |
6,330
| – | – | 1.67% | 9 |
|
|
2022
Q3 | $1.47M | Sell |
6,330
-150
| -2% | -$34.9K | 1.73% | 9 |
|
|
2022
Q2 | $1.66M | Hold |
6,480
| – | – | 1.88% | 7 |
|
|
2022
Q1 | $2M | Buy |
6,480
+130
| +2% | +$40.1K | 1.8% | 6 |
|
|
2021
Q4 | $2.14M | Sell |
6,350
-180
| -3% | -$60.5K | 1.8% | 6 |
|
|
2021
Q3 | $1.84M | Hold |
6,530
| – | – | 1.7% | 8 |
|
|
2021
Q2 | $1.77M | Hold |
6,530
| – | – | 1.63% | 8 |
|
|
2021
Q1 | $1.54M | Hold |
6,530
| – | – | 1.5% | 9 |
|
|
2020
Q4 | $1.45M | Hold |
6,530
| – | – | 1.53% | 10 |
|
|
2020
Q3 | $1.37M | Hold |
6,530
| – | – | 1.62% | 9 |
|
|
2020
Q2 | $1.33M | Hold |
6,530
| – | – | 1.7% | 9 |
|
|
2020
Q1 | $1.03M | Buy |
6,530
+280
| +4% | +$44.2K | 1.55% | 12 |
|
|
2019
Q4 | $986K | Buy |
+6,250
| New | +$986K | 1.07% | 20 |
|