KKM Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Buy |
14,777
+1,633
| +12% | +$816K | 2.57% | 5 |
|
|
2025
Q1 | $4.99M | Buy |
13,144
+166
| +1% | +$63K | 2.11% | 5 |
|
|
2024
Q4 | $5.46M | Buy |
12,978
+1,114
| +9% | +$469K | 2.28% | 6 |
|
|
2024
Q3 | $5.1M | Sell |
11,864
-522
| -4% | -$225K | 2.53% | 4 |
|
|
2024
Q2 | $5.39M | Buy |
12,386
+60
| +0.5% | +$26.1K | 2.55% | 5 |
|
|
2024
Q1 | $5.19M | Sell |
12,326
-556
| -4% | -$234K | 2.53% | 4 |
|
|
2023
Q4 | $4.84M | Buy |
+12,882
| New | +$4.84M | 3.05% | 3 |
|