KPWG
KFA Private Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
6,064
+776
| +15% | +$386K | 0.93% | 22 |
|
|
2025
Q1 | $1.98M | Buy |
5,288
+568
| +12% | +$213K | 0.69% | 26 |
|
|
2024
Q4 | $1.99M | Buy |
4,720
+468
| +11% | +$197K | 0.83% | 25 |
|
|
2024
Q3 | $1.83M | Sell |
4,252
-34
| -0.8% | -$14.6K | 0.87% | 25 |
|
|
2024
Q2 | $1.92M | Sell |
4,286
-3,672
| -46% | -$1.64M | 0.99% | 24 |
|
|
2024
Q1 | $3.35M | Buy |
7,958
+366
| +5% | +$154K | 1.04% | 17 |
|
|
2023
Q4 | $2.85M | Buy |
7,592
+550
| +8% | +$207K | 1.02% | 17 |
|
|
2023
Q3 | $2.22M | Buy |
7,042
+284
| +4% | +$89.7K | 0.92% | 18 |
|
|
2023
Q2 | $2.3M | Buy |
6,758
+372
| +6% | +$127K | 0.95% | 18 |
|
|
2023
Q1 | $1.84M | Sell |
6,386
-351
| -5% | -$101K | 0.84% | 19 |
|
|
2022
Q4 | $1.62M | Sell |
6,737
-47
| -0.7% | -$11.3K | 0.82% | 20 |
|
|
2022
Q3 | $1.58M | Buy |
6,784
+14
| +0.2% | +$3.26K | 0.84% | 21 |
|
|
2022
Q2 | $1.74M | Buy |
6,770
+14
| +0.2% | +$3.6K | 0.96% | 19 |
|
|
2022
Q1 | $2.08M | Buy |
6,756
+674
| +11% | +$208K | 1.04% | 19 |
|
|
2021
Q4 | $2.05M | Buy |
6,082
+44
| +0.7% | +$14.8K | 1.02% | 18 |
|
|
2021
Q3 | $1.7M | Sell |
6,038
-268
| -4% | -$75.5K | 0.93% | 20 |
|
|
2021
Q2 | $1.71M | Sell |
6,306
-282
| -4% | -$76.4K | 0.93% | 20 |
|
|
2021
Q1 | $1.55M | Buy |
6,588
+759
| +13% | +$179K | 0.91% | 20 |
|
|
2020
Q4 | $1.3M | Buy |
5,829
+108
| +2% | +$24K | 0.82% | 23 |
|
|
2020
Q3 | $1.2M | Buy |
5,721
+840
| +17% | +$177K | 0.9% | 20 |
|
|
2020
Q2 | $993K | Sell |
4,881
-631
| -11% | -$128K | 0.95% | 19 |
|
|
2020
Q1 | $869K | Buy |
5,512
+278
| +5% | +$43.8K | 1.03% | 15 |
|
|
2019
Q4 | $825K | Buy |
+5,234
| New | +$825K | 0.76% | 17 |
|