Meridian Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.52M | Sell |
7,073
-64
| -0.9% | -$31.8K | 2.28% | 11 |
|
2025
Q1 | $2.68M | Sell |
7,137
-105
| -1% | -$39.4K | 1.88% | 13 |
|
2024
Q4 | $3.05M | Sell |
7,242
-700
| -9% | -$295K | 2.11% | 12 |
|
2024
Q3 | $3.42M | Sell |
7,942
-60
| -0.7% | -$25.8K | 2.28% | 9 |
|
2024
Q2 | $3.58M | Sell |
8,002
-25
| -0.3% | -$11.2K | 2.59% | 8 |
|
2024
Q1 | $3.38M | Sell |
8,027
-160
| -2% | -$67.3K | 2.52% | 8 |
|
2023
Q4 | $3.08M | Buy |
8,187
+735
| +10% | +$276K | 2.42% | 9 |
|
2023
Q3 | $2.35M | Buy |
7,452
+1,039
| +16% | +$328K | 2.19% | 11 |
|
2023
Q2 | $2.18M | Sell |
6,413
-21
| -0.3% | -$7.15K | 1.97% | 11 |
|
2023
Q1 | $1.85M | Buy |
6,434
+33
| +0.5% | +$9.51K | 1.8% | 14 |
|
2022
Q4 | $1.54M | Sell |
6,401
-163
| -2% | -$39.1K | 1.62% | 16 |
|
2022
Q3 | $1.53M | Buy |
6,564
+51
| +0.8% | +$11.9K | 1.78% | 12 |
|
2022
Q2 | $1.67M | Buy |
6,513
+104
| +2% | +$26.7K | 1.88% | 11 |
|
2022
Q1 | $1.98M | Sell |
6,409
-267
| -4% | -$82.3K | 2.05% | 10 |
|
2021
Q4 | $2.25M | Buy |
+6,676
| New | +$2.25M | 2.1% | 11 |
|