JDM Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $363K | Hold |
730
| – | – | 0.17% | 44 |
|
2025
Q1 | $274K | Buy |
730
+31
| +4% | +$11.6K | 0.14% | 47 |
|
2024
Q4 | $295K | Sell |
699
-85
| -11% | -$35.8K | 0.15% | 43 |
|
2024
Q3 | $337K | Buy |
784
+84
| +12% | +$36.2K | 0.18% | 39 |
|
2024
Q2 | $313K | Buy |
700
+9
| +1% | +$4.02K | 0.21% | 36 |
|
2024
Q1 | $291K | Hold |
691
| – | – | 0.21% | 37 |
|
2023
Q4 | $260K | Hold |
691
| – | – | 0.22% | 32 |
|
2023
Q3 | $218K | Sell |
691
-7
| -1% | -$2.21K | 0.2% | 33 |
|
2023
Q2 | $238K | Buy |
698
+1
| +0.1% | +$340 | 0.21% | 35 |
|
2023
Q1 | $201K | Sell |
697
-9
| -1% | -$2.6K | 0.19% | 38 |
|
2022
Q4 | $169K | Buy |
+706
| New | +$169K | 0.16% | 37 |
|