Keystone Financial Services (Colorado)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
3,849
+428
| +13% | +$213K | 0.65% | 25 |
|
|
2025
Q1 | $1.28M | Buy |
3,421
+658
| +24% | +$247K | 0.49% | 27 |
|
|
2024
Q4 | $1.16M | Buy |
2,763
+49
| +2% | +$20.7K | 0.45% | 26 |
|
|
2024
Q3 | $1.17M | Buy |
2,714
+278
| +11% | +$120K | 0.45% | 25 |
|
|
2024
Q2 | $1.09M | Buy |
2,436
+316
| +15% | +$141K | 0.45% | 26 |
|
|
2024
Q1 | $892K | Sell |
2,120
-79
| -4% | -$33.2K | 0.39% | 31 |
|
|
2023
Q4 | $827K | Sell |
2,199
-140
| -6% | -$52.6K | 0.39% | 29 |
|
|
2023
Q3 | $739K | Buy |
2,339
+142
| +6% | +$44.8K | 0.39% | 28 |
|
|
2023
Q2 | $748K | Sell |
2,197
-106
| -5% | -$36.1K | 0.38% | 24 |
|
|
2023
Q1 | $664K | Sell |
2,303
-13
| -0.6% | -$3.75K | 0.36% | 28 |
|
|
2022
Q4 | $574K | Buy |
2,316
+137
| +6% | +$34K | 0.31% | 37 |
|
|
2022
Q3 | $494K | Buy |
+2,179
| New | +$494K | 0.29% | 42 |
|