JJBC
James J. Burns & Company’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Sell |
15,935
-627
| -4% | -$312K | 1.29% | 18 |
|
|
2025
Q1 | $6.22M | Sell |
16,562
-101
| -0.6% | -$37.9K | 1.11% | 18 |
|
|
2024
Q4 | $7.02M | Buy |
16,663
+5,490
| +49% | +$2.31M | 1.22% | 18 |
|
|
2024
Q3 | $4.81M | Buy |
11,173
+99
| +0.9% | +$42.6K | 0.87% | 23 |
|
|
2024
Q2 | $4.95M | Buy |
11,074
+6,903
| +165% | +$3.09M | 0.97% | 22 |
|
|
2024
Q1 | $1.76M | Sell |
4,171
-7,749
| -65% | -$3.27M | 0.61% | 27 |
|
|
2023
Q4 | $4.48M | Sell |
11,920
-1,156
| -9% | -$435K | 1.07% | 20 |
|
|
2023
Q3 | $4.13M | Sell |
13,076
-54
| -0.4% | -$17.1K | 1.11% | 21 |
|
|
2023
Q2 | $4.47M | Buy |
13,130
+11
| +0.1% | +$3.75K | 1.13% | 23 |
|
|
2023
Q1 | $3.78M | Buy |
13,119
+8,703
| +197% | +$2.51M | 0.98% | 28 |
|
|
2022
Q4 | $1.06M | Sell |
4,416
-440
| -9% | -$106K | 0.43% | 44 |
|
|
2022
Q3 | $1.13M | Buy |
+4,856
| New | +$1.13M | 0.5% | 42 |
|