JF
JSF Financial’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
15,633
+449
| +3% | +$223K | 1.85% | 13 |
|
|
2025
Q1 | $5.7M | Sell |
15,184
-208
| -1% | -$78.1K | 1.5% | 13 |
|
|
2024
Q4 | $6.49M | Sell |
15,392
-2,395
| -13% | -$1.01M | 1.73% | 11 |
|
|
2024
Q3 | $7.65M | Buy |
17,787
+182
| +1% | +$78.3K | 2.23% | 11 |
|
|
2024
Q2 | $7.87M | Buy |
17,605
+661
| +4% | +$295K | 2.41% | 11 |
|
|
2024
Q1 | $7.13M | Buy |
16,944
+1,219
| +8% | +$513K | 2.23% | 10 |
|
|
2023
Q4 | $5.91M | Sell |
15,725
-330
| -2% | -$124K | 2.05% | 10 |
|
|
2023
Q3 | $5.07M | Sell |
16,055
-453
| -3% | -$143K | 1.96% | 13 |
|
|
2023
Q2 | $5.62M | Sell |
16,508
-390
| -2% | -$133K | 1.99% | 14 |
|
|
2023
Q1 | $4.87M | Buy |
16,898
+2,431
| +17% | +$701K | 1.82% | 15 |
|
|
2022
Q4 | $3.47M | Sell |
14,467
-1,533
| -10% | -$368K | 1.3% | 20 |
|
|
2022
Q3 | $3.73M | Buy |
16,000
+467
| +3% | +$109K | 1.41% | 21 |
|
|
2022
Q2 | $3.99M | Buy |
15,533
+464
| +3% | +$119K | 1.81% | 16 |
|
|
2022
Q1 | $4.65M | Buy |
15,069
+639
| +4% | +$197K | 1.98% | 12 |
|
|
2021
Q4 | $4.85M | Sell |
14,430
-866
| -6% | -$291K | 2.36% | 7 |
|
|
2021
Q3 | $4.31M | Buy |
15,296
+961
| +7% | +$271K | 2.14% | 8 |
|
|
2021
Q2 | $3.88M | Buy |
14,335
+744
| +5% | +$202K | 2.29% | 6 |
|
|
2021
Q1 | $3.2M | Sell |
13,591
-333
| -2% | -$78.5K | 2.01% | 7 |
|
|
2020
Q4 | $3.1M | Sell |
13,924
-721
| -5% | -$160K | 2.16% | 7 |
|
|
2020
Q3 | $3.08M | Buy |
14,645
+366
| +3% | +$77K | 2.42% | 7 |
|
|
2020
Q2 | $2.91M | Sell |
14,279
-901
| -6% | -$183K | 2.51% | 6 |
|
|
2020
Q1 | $2.39M | Buy |
15,180
+7,467
| +97% | +$1.18M | 2.43% | 6 |
|
|
2019
Q4 | $1.22M | Sell |
7,713
-265
| -3% | -$41.8K | 1.2% | 12 |
|
|
2019
Q3 | $1.11M | Sell |
7,978
-120
| -1% | -$16.7K | 1.21% | 12 |
|
|
2019
Q2 | $1.09M | Buy |
8,098
+1,301
| +19% | +$174K | 1.18% | 14 |
|
|
2019
Q1 | $802K | Buy |
6,797
+200
| +3% | +$23.6K | 0.89% | 18 |
|
|
2018
Q4 | $670K | Buy |
+6,597
| New | +$670K | 0.69% | 18 |
|