MFC
Morris Financial Concepts’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
3,135
-53
| -2% | -$26.4K | 0.62% | 29 |
|
|
2025
Q1 | $1.2M | Buy |
3,188
+36
| +1% | +$13.5K | 0.5% | 34 |
|
|
2024
Q4 | $1.33M | Buy |
3,152
+113
| +4% | +$47.6K | 0.57% | 28 |
|
|
2024
Q3 | $1.31M | Buy |
3,039
+256
| +9% | +$110K | 0.56% | 34 |
|
|
2024
Q2 | $1.24M | Buy |
2,783
+137
| +5% | +$61.2K | 0.6% | 33 |
|
|
2024
Q1 | $1.11M | Sell |
2,646
-17
| -0.6% | -$7.15K | 0.57% | 33 |
|
|
2023
Q4 | $1M | Buy |
2,663
+25
| +0.9% | +$9.4K | 0.57% | 32 |
|
|
2023
Q3 | $833K | Sell |
2,638
-22
| -0.8% | -$6.95K | 0.55% | 32 |
|
|
2023
Q2 | $906K | Sell |
2,660
-35
| -1% | -$11.9K | 0.59% | 31 |
|
|
2023
Q1 | $777K | Sell |
2,695
-113
| -4% | -$32.6K | 0.55% | 35 |
|
|
2022
Q4 | $673K | Buy |
2,808
+355
| +14% | +$85.1K | 0.54% | 36 |
|
|
2022
Q3 | $571K | Buy |
2,453
+229
| +10% | +$53.3K | 0.59% | 29 |
|
|
2022
Q2 | $571K | Hold |
2,224
| – | – | 0.54% | 32 |
|
|
2022
Q1 | $686K | Buy |
2,224
+94
| +4% | +$29K | 0.57% | 25 |
|
|
2021
Q4 | $716K | Buy |
+2,130
| New | +$716K | 0.6% | 26 |
|