Klein Pavlis & Peasley 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 | $246K | Sell |
494
-231
| -32% | -$115K | 0.16% | 68 |
|
|
2025
Q1 | $277K | Buy |
725
+134
| +23% | +$51.2K | 0.2% | 69 |
|
|
2024
Q4 | $249K | Sell |
591
-111
| -16% | -$46.8K | 0.2% | 72 |
|
|
2024
Q3 | $302K | Sell |
702
-138
| -16% | -$59.4K | 0.24% | 69 |
|
|
2024
Q2 | $375K | Sell |
840
-97
| -10% | -$43.4K | 0.33% | 64 |
|
|
2024
Q1 | $394K | Buy |
937
+78
| +9% | +$32.8K | 0.36% | 62 |
|
|
2023
Q4 | $323K | Buy |
+859
| New | +$323K | 0.3% | 64 |
|