MFA
McClarren Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
3,333
-1,668
| -33% | -$830K | 1.08% | 19 |
|
|
2025
Q1 | $1.28M | Buy |
+5,001
| New | +$1.28M | 0.84% | 20 |
|
|
2024
Q4 | – | Sell |
-4,035
| Closed | -$92 | – | 275 |
|
|
2024
Q3 | $92 | Buy |
4,035
+460
| +13% | +$10 | 0.01% | 100 |
|
|
2024
Q2 | $1.43M | Buy |
3,575
+385
| +12% | +$154K | 1% | 20 |
|
|
2024
Q1 | $1.34M | Buy |
3,190
+5
| +0.2% | +$2.1K | 0.96% | 20 |
|
|
2023
Q4 | $1.2M | Buy |
3,185
+5
| +0.2% | +$1.88K | 0.91% | 21 |
|
|
2023
Q3 | $1M | Hold |
3,180
| – | – | 0.88% | 20 |
|
|
2023
Q2 | $1.08M | Buy |
3,180
+7
| +0.2% | +$2.38K | 0.9% | 20 |
|
|
2023
Q1 | $911K | Buy |
3,173
+2
| +0.1% | +$574 | 0.83% | 21 |
|
|
2022
Q4 | $760K | Buy |
3,171
+7
| +0.2% | +$1.68K | 0.72% | 23 |
|
|
2022
Q3 | $737K | Buy |
3,164
+1,673
| +112% | +$390K | 0.73% | 23 |
|
|
2022
Q2 | $383K | Sell |
1,491
-982
| -40% | -$252K | 1.23% | 21 |
|
|
2022
Q1 | $761K | Buy |
2,473
+1
| +0% | +$308 | 0.55% | 29 |
|
|
2021
Q4 | $831K | Buy |
2,472
+334
| +16% | +$112K | 0.57% | 28 |
|
|
2021
Q3 | $603K | Buy |
2,138
+141
| +7% | +$39.8K | 0.47% | 30 |
|
|
2021
Q2 | $540K | Sell |
1,997
-30
| -1% | -$8.11K | 0.44% | 31 |
|
|
2021
Q1 | $478K | Sell |
2,027
-410
| -17% | -$96.7K | 0.43% | 32 |
|
|
2020
Q4 | $569K | Buy |
+2,437
| New | +$569K | 0.55% | 26 |
|