Marshall Financial Group (Pennsylvania)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Hold |
1,092
| – | – | 0.16% | 41 |
|
|
2025
Q1 | $410K | Sell |
1,092
-250
| -19% | -$93.8K | 0.13% | 42 |
|
|
2024
Q4 | $566K | Hold |
1,342
| – | – | 0.17% | 40 |
|
|
2024
Q3 | $577K | Sell |
1,342
-250
| -16% | -$108K | 0.17% | 39 |
|
|
2024
Q2 | $712K | Sell |
1,592
-400
| -20% | -$179K | 0.23% | 34 |
|
|
2024
Q1 | $838K | Buy |
1,992
+225
| +13% | +$94.7K | 0.28% | 33 |
|
|
2023
Q4 | $664K | Buy |
1,767
+149
| +9% | +$56K | 0.24% | 33 |
|
|
2023
Q3 | $511K | Sell |
1,618
-974
| -38% | -$308K | 0.21% | 35 |
|
|
2023
Q2 | $883K | Hold |
2,592
| – | – | 0.34% | 29 |
|
|
2023
Q1 | $747K | Hold |
2,592
| – | – | 0.3% | 32 |
|
|
2022
Q4 | $622K | Hold |
2,592
| – | – | 0.27% | 34 |
|
|
2022
Q3 | $604K | Buy |
2,592
+73
| +3% | +$17K | 0.29% | 34 |
|
|
2022
Q2 | $647K | Hold |
2,519
| – | – | 0.29% | 33 |
|
|
2022
Q1 | $777K | Hold |
2,519
| – | – | 0.31% | 31 |
|
|
2021
Q4 | $847K | Hold |
2,519
| – | – | 0.33% | 32 |
|
|
2021
Q3 | $710K | Hold |
2,519
| – | – | 0.3% | 34 |
|
|
2021
Q2 | $682K | Hold |
2,519
| – | – | 0.29% | 33 |
|
|
2021
Q1 | $594K | Hold |
2,519
| – | – | 0.27% | 34 |
|
|
2020
Q4 | $560K | Sell |
2,519
-61
| -2% | -$13.6K | 0.27% | 34 |
|
|
2020
Q3 | $543K | Buy |
2,580
+61
| +2% | +$12.8K | 0.32% | 33 |
|
|
2020
Q2 | $513K | Hold |
2,519
| – | – | 0.34% | 32 |
|
|
2020
Q1 | $397K | Hold |
2,519
| – | – | 0.32% | 34 |
|
|
2019
Q4 | $397K | Sell |
2,519
-330
| -12% | -$52K | 0.27% | 38 |
|
|
2019
Q3 | $396K | Hold |
2,849
| – | – | 0.3% | 35 |
|
|
2019
Q2 | $382K | Sell |
2,849
-200
| -7% | -$26.8K | 0.29% | 37 |
|
|
2019
Q1 | $360K | Hold |
3,049
| – | – | 0.29% | 38 |
|
|
2018
Q4 | $310K | Buy |
+3,049
| New | +$310K | 0.29% | 39 |
|