KFS
Kelly Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
4,457
+39
| +0.9% | +$19.4K | 0.65% | 30 |
|
|
2025
Q1 | $1.66M | Sell |
4,418
-37
| -0.8% | -$13.9K | 0.58% | 27 |
|
|
2024
Q4 | $1.88M | Buy |
4,455
+66
| +2% | +$27.8K | 0.68% | 29 |
|
|
2024
Q3 | $1.89M | Buy |
4,389
+252
| +6% | +$108K | 0.69% | 27 |
|
|
2024
Q2 | $1.85M | Buy |
4,137
+128
| +3% | +$57.2K | 0.66% | 28 |
|
|
2024
Q1 | $1.69M | Buy |
4,009
+15
| +0.4% | +$6.31K | 0.65% | 26 |
|
|
2023
Q4 | $1.5M | Sell |
3,994
-143
| -3% | -$53.8K | 0.61% | 27 |
|
|
2023
Q3 | $1.31M | Sell |
4,137
-43
| -1% | -$13.6K | 0.6% | 29 |
|
|
2023
Q2 | $1.42M | Buy |
4,180
+227
| +6% | +$77.3K | 0.67% | 24 |
|
|
2023
Q1 | $1.14M | Buy |
3,953
+735
| +23% | +$212K | 0.58% | 28 |
|
|
2022
Q4 | $772K | Buy |
3,218
+83
| +3% | +$19.9K | 0.41% | 35 |
|
|
2022
Q3 | $730K | Buy |
3,135
+72
| +2% | +$16.8K | 0.43% | 31 |
|
|
2022
Q2 | $787K | Sell |
3,063
-29
| -0.9% | -$7.45K | 0.41% | 33 |
|
|
2022
Q1 | $953K | Sell |
3,092
-177
| -5% | -$54.6K | 0.43% | 28 |
|
|
2021
Q4 | $1.1M | Buy |
3,269
+302
| +10% | +$102K | 0.5% | 24 |
|
|
2021
Q3 | $837K | Sell |
2,967
-781,211
| -100% | -$220M | 0.47% | 21 |
|
|
2021
Q2 | $2.9M | Buy |
784,178
+781,409
| +28,220% | +$2.88M | 0.11% | 58 |
|
|
2021
Q1 | $653K | Sell |
2,769
-2
| -0.1% | -$472 | 0.41% | 19 |
|
|
2020
Q4 | $616K | Sell |
2,771
-89
| -3% | -$19.8K | 0.42% | 12 |
|
|
2020
Q3 | $602K | Sell |
2,860
-256
| -8% | -$53.8K | 0.43% | 12 |
|
|
2020
Q2 | $634K | Buy |
3,116
+108
| +4% | +$22K | 0.49% | 14 |
|
|
2020
Q1 | $474K | Sell |
3,008
-412
| -12% | -$65K | 0.59% | 10 |
|
|
2019
Q4 | $539K | Buy |
3,420
+12
| +0.4% | +$1.89K | 0.41% | 11 |
|
|
2019
Q3 | $474K | Sell |
3,408
-14
| -0.4% | -$1.95K | 0.43% | 12 |
|
|
2019
Q2 | $458K | Buy |
3,422
+270
| +9% | +$36.2K | 0.42% | 11 |
|
|
2019
Q1 | $372K | Buy |
+3,152
| New | +$372K | 0.41% | 12 |
|