MFG
Merit Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151M | Buy |
303,473
+52,705
| +21% | +$26.2M | 1.68% | 11 |
|
|
2025
Q1 | $94.1M | Buy |
250,768
+29,387
| +13% | +$11M | 1.41% | 13 |
|
|
2024
Q4 | $93.3M | Buy |
221,381
+40,917
| +23% | +$17.2M | 1.68% | 11 |
|
|
2024
Q3 | $77.7M | Sell |
180,464
-21,714
| -11% | -$9.34M | 1.74% | 11 |
|
|
2024
Q2 | $90.4M | Sell |
202,178
-3,485
| -2% | -$1.56M | 1.99% | 9 |
|
|
2024
Q1 | $83.6M | Buy |
205,663
+88,376
| +75% | +$35.9M | 1.99% | 9 |
|
|
2023
Q4 | $44.1M | Sell |
117,287
-39,235
| -25% | -$14.8M | 1.34% | 13 |
|
|
2023
Q3 | $49.4M | Buy |
156,522
+4,696
| +3% | +$1.48M | 1.62% | 12 |
|
|
2023
Q2 | $51.7M | Buy |
151,826
+5,453
| +4% | +$1.86M | 1.67% | 12 |
|
|
2023
Q1 | $42.2M | Buy |
146,373
+4,460
| +3% | +$1.29M | 1.53% | 11 |
|
|
2022
Q4 | $34M | Buy |
141,913
+47,864
| +51% | +$11.5M | 1.23% | 13 |
|
|
2022
Q3 | $21.9M | Sell |
94,049
-18,353
| -16% | -$4.27M | 0.95% | 15 |
|
|
2022
Q2 | $28.9M | Buy |
112,402
+87,203
| +346% | +$22.4M | 0.89% | 20 |
|
|
2022
Q1 | $7.77M | Buy |
25,199
+3,950
| +19% | +$1.22M | 0.47% | 33 |
|
|
2021
Q4 | $7.15M | Sell |
21,249
-1,036
| -5% | -$348K | 0.7% | 17 |
|
|
2021
Q3 | $6.28M | Buy |
22,285
+1,120
| +5% | +$316K | 0.66% | 16 |
|
|
2021
Q2 | $5.73M | Buy |
21,165
+1,834
| +9% | +$497K | 0.54% | 18 |
|
|
2021
Q1 | $4.56M | Buy |
19,331
+412
| +2% | +$97.1K | 0.48% | 20 |
|
|
2020
Q4 | $4.21M | Sell |
18,919
-2,834
| -13% | -$630K | 0.41% | 20 |
|
|
2020
Q3 | $4.58M | Buy |
21,753
+1,263
| +6% | +$266K | 0.42% | 17 |
|
|
2020
Q2 | $4.17M | Buy |
20,490
+1,871
| +10% | +$381K | 0.41% | 15 |
|
|
2020
Q1 | $2.94M | Buy |
18,619
+2,114
| +13% | +$333K | 0.33% | 21 |
|
|
2019
Q4 | $2.6M | Buy |
16,505
+4,791
| +41% | +$756K | 0.23% | 31 |
|
|
2019
Q3 | $1.63M | Buy |
11,714
+5,627
| +92% | +$783K | 0.18% | 31 |
|
|
2019
Q2 | $815K | Buy |
6,087
+265
| +5% | +$35.5K | 0.1% | 37 |
|
|
2019
Q1 | $686K | Buy |
5,822
+82
| +1% | +$9.66K | 0.08% | 43 |
|
|
2018
Q4 | $583K | Buy |
5,740
+335
| +6% | +$34K | 0.09% | 43 |
|
|
2018
Q3 | $618K | Buy |
5,405
+314
| +6% | +$35.9K | 0.1% | 45 |
|
|
2018
Q2 | $502K | Sell |
5,091
-17
| -0.3% | -$1.68K | 0.09% | 51 |
|
|
2018
Q1 | $466K | Buy |
5,108
+2,726
| +114% | +$249K | 0.09% | 46 |
|
|
2017
Q4 | $203K | Buy |
+2,382
| New | +$203K | 0.04% | 105 |
|