McClarren Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $1.73M | Buy |
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2025
Q2 | $1.66M | Sell |
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2025
Q1 | $1.27M | Buy |
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2024
Q4 | – | Sell |
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2024
Q3 | $92 | Buy |
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2024
Q2 | $1.43M | Buy |
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2024
Q1 | $1.34M | Buy |
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2023
Q4 | $1.2M | Buy |
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2023
Q3 | $1M | Hold |
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2023
Q2 | $1.08M | Buy |
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2023
Q1 | $911K | Buy |
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2022
Q4 | $760K | Buy |
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2022
Q3 | $737K | Buy |
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2022
Q2 | $383K | Sell |
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2022
Q1 | $761K | Buy |
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2021
Q4 | $831K | Buy |
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2021
Q3 | $603K | Buy |
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2021
Q2 | $540K | Sell |
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2021
Q1 | $478K | Sell |
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2020
Q4 | $569K | Buy |
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