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