KIG
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Kennedy Investment Group’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.13M Sell
6,285
-56
-0.9% -$27.9K 1.33% 17
2025
Q1
$2.38M Buy
6,341
+388
+7% +$146K 1.11% 20
2024
Q4
$2.51M Buy
5,953
+130
+2% +$54.8K 1.14% 20
2024
Q3
$2.51M Sell
5,823
-33
-0.6% -$14.2K 1.15% 21
2024
Q2
$2.62M Buy
5,856
+283
+5% +$126K 1.33% 19
2024
Q1
$2.34M Buy
5,573
+725
+15% +$305K 1.25% 22
2023
Q4
$1.82M Buy
4,848
+355
+8% +$134K 1.02% 26
2023
Q3
$1.42M Buy
4,493
+648
+17% +$205K 0.85% 30
2023
Q2
$1.31M Sell
3,845
-74
-2% -$25.2K 0.77% 37
2023
Q1
$1.13M Sell
3,919
-988
-20% -$285K 0.69% 41
2022
Q4
$1.18M Buy
+4,907
New +$1.18M 0.75% 41