James Reed Financial 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 | $1.59M | Buy |
3,201
+40
| +1% | +$19.9K | 1.44% | 6 |
|
|
2025
Q1 | $1.19M | Sell |
3,161
-12
| -0.4% | -$4.51K | 1.32% | 6 |
|
|
2024
Q4 | $1.34M | Buy |
+3,173
| New | +$1.34M | 1.4% | 6 |
|
|
2022
Q3 | $617K | Buy |
2,653
+166
| +7% | +$38.6K | 0.92% | 7 |
|
|
2022
Q2 | $638K | Hold |
2,487
| – | – | 0.88% | 7 |
|
|
2022
Q1 | $766K | Hold |
2,487
| – | – | 0.87% | 8 |
|
|
2021
Q4 | $836K | Buy |
+2,487
| New | +$836K | 0.79% | 10 |
|