Mosaic Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Sell |
17,484
-54
| -0.3% | -$26.9K | 6.66% | 3 |
|
|
2025
Q1 | $6.58M | Sell |
17,538
-1,104
| -6% | -$414K | 5.35% | 3 |
|
|
2024
Q4 | $7.86M | Sell |
18,642
-214
| -1% | -$90.2K | 5.64% | 3 |
|
|
2024
Q3 | $8.11M | Buy |
18,856
+945
| +5% | +$407K | 5.76% | 3 |
|
|
2024
Q2 | $8.01M | Sell |
17,911
-61
| -0.3% | -$27.3K | 5.75% | 3 |
|
|
2024
Q1 | $7.56M | Buy |
+17,972
| New | +$7.56M | 6.06% | 3 |
|