MFA
Morling Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
2,855
-2,010
| -41% | -$1,000K | 0.46% | 24 |
|
|
2025
Q1 | $1.83M | Buy |
4,865
+1,822
| +60% | +$684K | 0.63% | 21 |
|
|
2024
Q4 | $1.28M | Sell |
3,043
-345
| -10% | -$145K | 0.45% | 23 |
|
|
2024
Q3 | $1.46M | Buy |
3,388
+154
| +5% | +$66.3K | 0.56% | 22 |
|
|
2024
Q2 | $1.45M | Buy |
3,234
+322
| +11% | +$144K | 0.63% | 19 |
|
|
2024
Q1 | $1.23M | Buy |
2,912
+96
| +3% | +$40.4K | 0.7% | 20 |
|
|
2023
Q4 | $1.06M | Buy |
2,816
+88
| +3% | +$33.1K | 0.85% | 20 |
|
|
2023
Q3 | $861K | Sell |
2,728
-183
| -6% | -$57.8K | 0.85% | 20 |
|
|
2023
Q2 | $991K | Sell |
2,911
-748
| -20% | -$255K | 0.95% | 21 |
|
|
2023
Q1 | $1.05M | Buy |
3,659
+954
| +35% | +$275K | 1.14% | 19 |
|
|
2022
Q4 | $649K | Buy |
2,705
+230
| +9% | +$55.2K | 0.83% | 26 |
|
|
2022
Q3 | $576K | Hold |
2,475
| – | – | 0.78% | 27 |
|
|
2022
Q2 | $636K | Buy |
2,475
+261
| +12% | +$67.1K | 0.83% | 28 |
|
|
2022
Q1 | $683K | Buy |
2,214
+10
| +0.5% | +$3.09K | 0.86% | 23 |
|
|
2021
Q4 | $741K | Buy |
+2,204
| New | +$741K | 0.71% | 18 |
|