Leverty 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 | $414K | Sell |
831
-46
| -5% | -$22.9K | 0.12% | 28 |
|
|
2025
Q1 | $329K | Hold |
877
| – | – | 0.13% | 27 |
|
|
2024
Q4 | $370K | Sell |
877
-24
| -3% | -$10.1K | 0.19% | 22 |
|
|
2024
Q3 | $388K | Hold |
901
| – | – | 0.21% | 21 |
|
|
2024
Q2 | $403K | Sell |
901
-46
| -5% | -$20.6K | 0.24% | 18 |
|
|
2024
Q1 | $399K | Buy |
947
+43
| +5% | +$18.1K | 0.24% | 19 |
|
|
2023
Q4 | $340K | Hold |
904
| – | – | 0.22% | 21 |
|
|
2023
Q3 | $286K | Sell |
904
-42
| -4% | -$13.3K | 0.21% | 18 |
|
|
2023
Q2 | $322K | Buy |
946
+6
| +0.6% | +$2.04K | 0.23% | 19 |
|
|
2023
Q1 | $271K | Sell |
940
-24
| -2% | -$6.92K | 0.21% | 21 |
|
|
2022
Q4 | $231K | Sell |
964
-59
| -6% | -$14.2K | 0.2% | 24 |
|
|
2022
Q3 | $238K | Sell |
1,023
-9
| -0.9% | -$2.09K | 0.23% | 21 |
|
|
2022
Q2 | $265K | Hold |
1,032
| – | – | 0.25% | 19 |
|
|
2022
Q1 | $318K | Hold |
1,032
| – | – | 0.25% | 19 |
|
|
2021
Q4 | $347K | Buy |
+1,032
| New | +$347K | 0.27% | 11 |
|