Millington Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.67M | Buy |
7,252
+769
| +12% | +$389K | 1.85% | 13 |
|
2025
Q1 | $2.52M | Buy |
6,483
+372
| +6% | +$145K | 1.55% | 17 |
|
2024
Q4 | $2.51M | Buy |
6,111
+523
| +9% | +$215K | 1.46% | 21 |
|
2024
Q3 | $2.4M | Buy |
5,588
+289
| +5% | +$124K | 1.5% | 20 |
|
2024
Q2 | $2.37M | Buy |
5,299
+22
| +0.4% | +$9.83K | 1.64% | 18 |
|
2024
Q1 | $2.22M | Buy |
5,277
+327
| +7% | +$138K | 1.58% | 19 |
|
2023
Q4 | $1.86M | Sell |
4,950
-1,081
| -18% | -$407K | 1.49% | 16 |
|
2023
Q3 | $1.9M | Buy |
6,031
+294
| +5% | +$92.8K | 1.71% | 16 |
|
2023
Q2 | $1.95M | Buy |
5,737
+1,820
| +46% | +$620K | 1.74% | 16 |
|
2023
Q1 | $1.13M | Sell |
3,917
-469
| -11% | -$135K | 1.04% | 32 |
|
2022
Q4 | $1.05M | Buy |
+4,386
| New | +$1.05M | 1.03% | 32 |
|