MFGM
Marshall Financial Group (Maryland)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Sell |
11,386
-394
| -3% | -$196K | 1.11% | 16 |
|
|
2025
Q1 | $4.42M | Buy |
11,780
+158
| +1% | +$59.3K | 0.97% | 18 |
|
|
2024
Q4 | $4.9M | Buy |
11,622
+355
| +3% | +$150K | 1.19% | 17 |
|
|
2024
Q3 | $4.85M | Buy |
11,267
+1,977
| +21% | +$851K | 1.16% | 17 |
|
|
2024
Q2 | $4.15M | Sell |
9,290
-53
| -0.6% | -$23.7K | 1.16% | 16 |
|
|
2024
Q1 | $3.93M | Buy |
9,343
+213
| +2% | +$89.6K | 1.13% | 15 |
|
|
2023
Q4 | $3.43M | Sell |
9,130
-289
| -3% | -$109K | 1.11% | 18 |
|
|
2023
Q3 | $2.97M | Sell |
9,419
-236
| -2% | -$74.5K | 1.07% | 19 |
|
|
2023
Q2 | $3.29M | Buy |
9,655
+178
| +2% | +$60.6K | 1.12% | 18 |
|
|
2023
Q1 | $2.73M | Sell |
9,477
-764
| -7% | -$220K | 0.98% | 23 |
|
|
2022
Q4 | $2.46M | Buy |
10,241
+319
| +3% | +$76.5K | 0.95% | 25 |
|
|
2022
Q3 | $2.31M | Buy |
9,922
+91
| +0.9% | +$21.2K | 0.98% | 19 |
|
|
2022
Q2 | $2.53M | Buy |
9,831
+527
| +6% | +$135K | 1.01% | 18 |
|
|
2022
Q1 | $2.87M | Buy |
9,304
+258
| +3% | +$79.6K | 1.17% | 9 |
|
|
2021
Q4 | $3.04M | Buy |
9,046
+1,042
| +13% | +$350K | 1.12% | 12 |
|
|
2021
Q3 | $2.26M | Buy |
8,004
+404
| +5% | +$114K | 1.17% | 10 |
|
|
2021
Q2 | $2.06M | Sell |
7,600
-923
| -11% | -$250K | 1.11% | 12 |
|
|
2021
Q1 | $2.01M | Buy |
8,523
+624
| +8% | +$147K | 1.2% | 12 |
|
|
2020
Q4 | $1.76M | Buy |
+7,899
| New | +$1.76M | 1.15% | 12 |
|