Key Financial Inc’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
28,453
-33
| -0.1% | -$16.4K | 2.85% | 5 |
|
|
2025
Q1 | $10.7M | Sell |
28,486
-182
| -0.6% | -$68.3K | 2.33% | 8 |
|
|
2024
Q4 | $12.1M | Sell |
28,668
-900
| -3% | -$379K | 2.75% | 6 |
|
|
2024
Q3 | $12.7M | Buy |
29,568
+96
| +0.3% | +$41.3K | 2.81% | 6 |
|
|
2024
Q2 | $13.2M | Buy |
29,472
+888
| +3% | +$397K | 3.16% | 5 |
|
|
2024
Q1 | $12M | Sell |
28,584
-588
| -2% | -$247K | 3.07% | 6 |
|
|
2023
Q4 | $11M | Buy |
29,172
+664
| +2% | +$250K | 3% | 6 |
|
|
2023
Q3 | $9M | Sell |
28,508
-415
| -1% | -$131K | 3.04% | 5 |
|
|
2023
Q2 | $9.85M | Buy |
28,923
+661
| +2% | +$225K | 3.26% | 5 |
|
|
2023
Q1 | $8.15M | Buy |
28,262
+1,913
| +7% | +$552K | 2.97% | 6 |
|
|
2022
Q4 | $6.14M | Hold |
26,349
| – | – | 2.9% | 6 |
|
|
2022
Q3 | $6.14M | Buy |
26,349
+99
| +0.4% | +$23.1K | 2.89% | 6 |
|
|
2022
Q2 | $6.81M | Buy |
26,250
+1,324
| +5% | +$344K | 3.69% | 4 |
|
|
2022
Q1 | $7.69M | Buy |
24,926
+1,273
| +5% | +$392K | 3.82% | 4 |
|
|
2021
Q4 | $7.96M | Buy |
23,653
+46
| +0.2% | +$15.5K | 3.98% | 2 |
|
|
2021
Q3 | $6.66M | Sell |
23,607
-87
| -0.4% | -$24.5K | 3.77% | 4 |
|
|
2021
Q2 | $6.75M | Buy |
23,694
+432
| +2% | +$123K | 3.77% | 4 |
|
|
2021
Q1 | $5.48M | Buy |
23,262
+1,098
| +5% | +$259K | 3.61% | 4 |
|
|
2020
Q4 | $4.93M | Buy |
22,164
+94
| +0.4% | +$20.9K | 3.67% | 4 |
|
|
2020
Q3 | $4.64M | Buy |
22,070
+71
| +0.3% | +$14.9K | 4.76% | 4 |
|
|
2020
Q2 | $4.37M | Buy |
21,999
+1,297
| +6% | +$257K | 5% | 4 |
|
|
2020
Q1 | $3.32M | Sell |
20,702
-601
| -3% | -$96.3K | 3.4% | 5 |
|
|
2019
Q4 | $3.36M | Buy |
+21,303
| New | +$3.36M | 3.15% | 4 |
|