JCFM
JBR Co Financial Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
3,829
-65
| -2% | -$32.3K | 0.94% | 30 |
|
|
2025
Q1 | $1.46M | Buy |
3,894
+478
| +14% | +$179K | 0.86% | 34 |
|
|
2024
Q4 | $1.44M | Buy |
3,416
+248
| +8% | +$105K | 0.88% | 31 |
|
|
2024
Q3 | $1.36M | Buy |
3,168
+150
| +5% | +$64.5K | 0.89% | 28 |
|
|
2024
Q2 | $1.35M | Buy |
3,018
+120
| +4% | +$53.6K | 0.95% | 25 |
|
|
2024
Q1 | $1.22M | Sell |
2,898
-10
| -0.3% | -$4.21K | 0.97% | 28 |
|
|
2023
Q4 | $1.09M | Buy |
+2,908
| New | +$1.09M | 1.03% | 27 |
|