McNamara Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Hold |
734
| – | – | 0.07% | 66 |
|
|
2025
Q1 | $276K | Hold |
734
| – | – | 0.06% | 73 |
|
|
2024
Q4 | $309K | Hold |
734
| – | – | 0.07% | 57 |
|
|
2024
Q3 | $316K | Buy |
734
+175
| +31% | +$75.3K | 0.06% | 69 |
|
|
2024
Q2 | $250K | Hold |
559
| – | – | 0.05% | 69 |
|
|
2024
Q1 | $235K | Sell |
559
-84
| -13% | -$35.3K | 0.05% | 66 |
|
|
2023
Q4 | $242K | Sell |
643
-120
| -16% | -$45.1K | 0.05% | 60 |
|
|
2023
Q3 | $241K | Sell |
763
-100
| -12% | -$31.6K | 0.06% | 58 |
|
|
2023
Q2 | $287K | Buy |
863
+100
| +13% | +$33.2K | 0.07% | 54 |
|
|
2023
Q1 | $220K | Buy |
+763
| New | +$220K | 0.05% | 58 |
|
|
2016
Q1 | – | Sell |
-42,517
| Closed | -$2.36M | – | 70 |
|
|
2015
Q4 | $2.36M | Buy |
42,517
+33,977
| +398% | +$1.88M | 2.31% | 19 |
|
|
2015
Q3 | $378K | Buy |
8,540
+3
| +0% | +$133 | 0.4% | 47 |
|
|
2015
Q2 | $377K | Sell |
8,537
-41,933
| -83% | -$1.85M | 0.36% | 53 |
|
|
2015
Q1 | $2.05M | Buy |
50,470
+225
| +0.4% | +$9.15K | 1.89% | 23 |
|
|
2014
Q4 | $2.33M | Buy |
+50,245
| New | +$2.33M | 2.13% | 12 |
|