KFS
Kaizen Financial Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
7,836
+162
| +2% | +$80.6K | 1.98% | 12 |
|
|
2025
Q1 | $2.88M | Buy |
7,674
+191
| +3% | +$71.7K | 1.66% | 15 |
|
|
2024
Q4 | $3.15M | Buy |
7,483
+88
| +1% | +$37.1K | 1.79% | 15 |
|
|
2024
Q3 | $3.18M | Buy |
7,395
+156
| +2% | +$67.1K | 1.85% | 12 |
|
|
2024
Q2 | $3.06M | Sell |
7,239
-307
| -4% | -$130K | 1.91% | 12 |
|
|
2024
Q1 | $3.17M | Sell |
7,546
-261
| -3% | -$110K | 2.15% | 12 |
|
|
2023
Q4 | $2.94M | Buy |
7,807
+31
| +0.4% | +$11.7K | 2.22% | 13 |
|
|
2023
Q3 | $2.46M | Sell |
7,776
-298
| -4% | -$94.1K | 2.07% | 15 |
|
|
2023
Q2 | $2.72M | Buy |
8,074
+56
| +0.7% | +$18.9K | 2.33% | 11 |
|
|
2023
Q1 | $2.31M | Sell |
8,018
-390
| -5% | -$112K | 2.28% | 12 |
|
|
2022
Q4 | $2.01M | Sell |
8,408
-636
| -7% | -$152K | 1.99% | 11 |
|
|
2022
Q3 | $2.11M | Buy |
9,044
+363
| +4% | +$84.5K | 2.13% | 12 |
|
|
2022
Q2 | $2.23M | Buy |
8,681
+98
| +1% | +$25.2K | 2.2% | 10 |
|
|
2022
Q1 | $2.65M | Buy |
8,583
+907
| +12% | +$280K | 2.07% | 10 |
|
|
2021
Q4 | $2.58M | Sell |
7,676
-4,617
| -38% | -$1.55M | 1.93% | 13 |
|
|
2021
Q3 | $3.47M | Buy |
+12,293
| New | +$3.47M | 2.79% | 5 |
|
|
2021
Q1 | $2.4M | Buy |
10,179
+774
| +8% | +$182K | 2.29% | 6 |
|
|
2020
Q4 | $2.09M | Buy |
+9,405
| New | +$2.09M | 2.32% | 8 |
|