Larson Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.1M | Buy |
72,616
+10,554
| +17% | +$5.25M | 1.45% | 10 |
|
2025
Q1 | $23.3M | Buy |
62,062
+11,721
| +23% | +$4.4M | 1.1% | 13 |
|
2024
Q4 | $21.2M | Buy |
50,341
+11,720
| +30% | +$4.94M | 1.1% | 15 |
|
2024
Q3 | $16.6M | Buy |
38,621
+7,047
| +22% | +$3.03M | 0.94% | 18 |
|
2024
Q2 | $14.1M | Buy |
31,574
+6,435
| +26% | +$2.88M | 0.96% | 23 |
|
2024
Q1 | $10.6M | Buy |
25,139
+1,333
| +6% | +$561K | 0.82% | 29 |
|
2023
Q4 | $8.95M | Buy |
23,806
+1,795
| +8% | +$675K | 0.78% | 32 |
|
2023
Q3 | $6.95M | Buy |
22,011
+2,072
| +10% | +$654K | 0.68% | 32 |
|
2023
Q2 | $6.79M | Buy |
19,939
+615
| +3% | +$209K | 0.68% | 33 |
|
2023
Q1 | $5.57M | Buy |
19,324
+683
| +4% | +$197K | 0.61% | 35 |
|
2022
Q4 | $4.47M | Buy |
18,641
+4,262
| +30% | +$1.02M | 0.54% | 40 |
|
2022
Q3 | $3.35M | Buy |
14,379
+7,725
| +116% | +$1.8M | 0.48% | 40 |
|
2022
Q2 | $1.71M | Buy |
6,654
+372
| +6% | +$95.5K | 0.3% | 46 |
|
2022
Q1 | $1.94M | Sell |
6,282
-820
| -12% | -$253K | 0.31% | 47 |
|
2021
Q4 | $2.39M | Buy |
7,102
+2,189
| +45% | +$736K | 0.38% | 45 |
|
2021
Q3 | $1.39M | Sell |
4,913
-1,890
| -28% | -$533K | 0.27% | 48 |
|
2021
Q2 | $1.84M | Buy |
6,803
+2,074
| +44% | +$562K | 0.43% | 34 |
|
2021
Q1 | $1.12M | Sell |
4,729
-148
| -3% | -$34.9K | 0.33% | 38 |
|
2020
Q4 | $1.09M | Buy |
4,877
+279
| +6% | +$62.1K | 0.37% | 37 |
|
2020
Q3 | $967K | Sell |
4,598
-484
| -10% | -$102K | 0.4% | 37 |
|
2020
Q2 | $1.03M | Buy |
5,082
+1,202
| +31% | +$245K | 0.49% | 41 |
|
2020
Q1 | $612K | Buy |
3,880
+341
| +10% | +$53.8K | 0.38% | 49 |
|
2019
Q4 | $558K | Sell |
3,539
-301
| -8% | -$47.5K | 0.32% | 50 |
|
2019
Q3 | $534K | Buy |
3,840
+946
| +33% | +$132K | 0.35% | 45 |
|
2019
Q2 | $388K | Buy |
2,894
+822
| +40% | +$110K | 0.29% | 38 |
|
2019
Q1 | $244K | Sell |
2,072
-53
| -2% | -$6.24K | 0.19% | 50 |
|
2018
Q4 | $216K | Buy |
2,125
+76
| +4% | +$7.73K | 0.2% | 51 |
|
2018
Q3 | $234K | Buy |
+2,049
| New | +$234K | 0.27% | 41 |
|
2018
Q1 | – | Sell |
-3,371
| Closed | -$288K | – | 60 |
|
2017
Q4 | $288K | Buy |
+3,371
| New | +$288K | 0.24% | 56 |
|