Level Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
2,680
+20
| +0.8% | +$9.95K | 0.41% | 39 |
|
|
2025
Q1 | $999K | Buy |
2,660
+280
| +12% | +$105K | 0.34% | 46 |
|
|
2024
Q4 | $1M | Buy |
2,380
+28
| +1% | +$11.8K | 0.37% | 42 |
|
|
2024
Q3 | $1.01M | Sell |
2,352
-355
| -13% | -$153K | 0.39% | 39 |
|
|
2024
Q2 | $1.21M | Sell |
2,707
-59
| -2% | -$26.4K | 0.52% | 34 |
|
|
2024
Q1 | $1.16M | Sell |
2,766
-265
| -9% | -$112K | 0.53% | 35 |
|
|
2023
Q4 | $1.14M | Sell |
3,031
-23
| -0.8% | -$8.65K | 0.56% | 30 |
|
|
2023
Q3 | $964K | Buy |
3,054
+1,559
| +104% | +$492K | 0.54% | 29 |
|
|
2023
Q2 | $509K | Buy |
1,495
+39
| +3% | +$13.3K | 0.28% | 37 |
|
|
2023
Q1 | $420K | Sell |
1,456
-42
| -3% | -$12.1K | 0.25% | 42 |
|
|
2022
Q4 | $359K | Buy |
1,498
+42
| +3% | +$10.1K | 0.24% | 41 |
|
|
2022
Q3 | $339K | Sell |
1,456
-42
| -3% | -$9.78K | 0.25% | 39 |
|
|
2022
Q2 | $385K | Sell |
1,498
-91
| -6% | -$23.4K | 0.28% | 36 |
|
|
2022
Q1 | $490K | Sell |
1,589
-188
| -11% | -$58K | 0.38% | 30 |
|
|
2021
Q4 | $598K | Buy |
+1,777
| New | +$598K | 0.46% | 28 |
|