Kelly Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $2.3M | Sell |
|
|||||
2025
Q2 | $2.22M | Buy |
|
|||||
2025
Q1 | $1.66M | Sell |
|
|||||
2024
Q4 | $1.88M | Buy |
|
|||||
2024
Q3 | $1.89M | Buy |
|
|||||
2024
Q2 | $1.85M | Buy |
|
|||||
2024
Q1 | $1.69M | Buy |
|
|||||
2023
Q4 | $1.5M | Sell |
|
|||||
2023
Q3 | $1.31M | Sell |
|
|||||
2023
Q2 | $1.42M | Buy |
|
|||||
2023
Q1 | $1.14M | Buy |
|
|||||
2022
Q4 | $772K | Buy |
|
|||||
2022
Q3 | $730K | Buy |
|
|||||
2022
Q2 | $787K | Sell |
|
|||||
2022
Q1 | $953K | Sell |
|
|||||
2021
Q4 | $1.1M | Buy |
|
|||||
2021
Q3 | $837K | Sell |
|
|||||
2021
Q2 | $2.9M | Buy |
|
|||||
2021
Q1 | $653K | Sell |
|
|||||
2020
Q4 | $616K | Sell |
|
|||||
2020
Q3 | $602K | Sell |
|
|||||
2020
Q2 | $634K | Buy |
|
|||||
2020
Q1 | $474K | Sell |
|
|||||
2019
Q4 | $539K | Buy |
|
|||||
2019
Q3 | $474K | Sell |
|
|||||
2019
Q2 | $458K | Buy |
|
|||||
2019
Q1 | $372K | Buy |
|