MPS Loria Financial Planners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
7,455
-561
| -7% | -$279K | 1.09% | 9 |
|
|
2025
Q1 | $3.01M | Buy |
8,016
+11
| +0.1% | +$4.13K | 0.89% | 12 |
|
|
2024
Q4 | $3.37M | Buy |
8,005
+395
| +5% | +$166K | 1% | 10 |
|
|
2024
Q3 | $3.27M | Sell |
7,610
-142
| -2% | -$61.1K | 0.98% | 10 |
|
|
2024
Q2 | $3.46M | Buy |
7,752
+788
| +11% | +$352K | 1.12% | 8 |
|
|
2024
Q1 | $2.93M | Sell |
6,964
-458
| -6% | -$193K | 0.98% | 11 |
|
|
2023
Q4 | $2.79M | Buy |
7,422
+81
| +1% | +$30.5K | 0.98% | 9 |
|
|
2023
Q3 | $2.32M | Hold |
7,341
| – | – | 0.91% | 10 |
|
|
2023
Q2 | $2.5M | Buy |
7,341
+106
| +1% | +$36.1K | 0.94% | 8 |
|
|
2023
Q1 | $2.09M | Buy |
7,235
+476
| +7% | +$137K | 0.84% | 13 |
|
|
2022
Q4 | $1.62M | Sell |
6,759
-462
| -6% | -$111K | 0.72% | 14 |
|
|
2022
Q3 | $1.68M | Buy |
7,221
+466
| +7% | +$109K | 0.65% | 14 |
|
|
2022
Q2 | $1.74M | Buy |
6,755
+5
| +0.1% | +$1.28K | 0.78% | 12 |
|
|
2022
Q1 | $2.08M | Buy |
6,750
+6
| +0.1% | +$1.85K | 0.87% | 10 |
|
|
2021
Q4 | $2.27M | Buy |
6,744
+5
| +0.1% | +$1.68K | 0.92% | 10 |
|
|
2021
Q3 | $1.9M | Buy |
6,739
+64
| +1% | +$18K | 0.87% | 10 |
|
|
2021
Q2 | $1.81M | Sell |
6,675
-1,585
| -19% | -$429K | 0.83% | 11 |
|
|
2021
Q1 | $1.95M | Buy |
8,260
+9
| +0.1% | +$2.12K | 0.91% | 10 |
|
|
2020
Q4 | $1.8M | Buy |
8,251
+465
| +6% | +$101K | 0.81% | 14 |
|
|
2020
Q3 | $1.64M | Sell |
7,786
-492
| -6% | -$104K | 0.85% | 13 |
|
|
2020
Q2 | $1.69M | Buy |
8,278
+1,059
| +15% | +$216K | 0.9% | 12 |
|
|
2020
Q1 | $1.14M | Sell |
7,219
-550
| -7% | -$86.7K | 0.87% | 16 |
|
|
2019
Q4 | $1.23M | Buy |
7,769
+80
| +1% | +$12.6K | 0.72% | 18 |
|
|
2019
Q3 | $1.07M | Sell |
7,689
-703
| -8% | -$97.7K | 0.69% | 19 |
|
|
2019
Q2 | $1.12M | Sell |
8,392
-838
| -9% | -$112K | 0.72% | 20 |
|
|
2019
Q1 | $1.09M | Buy |
9,230
+15
| +0.2% | +$1.77K | 0.72% | 19 |
|
|
2018
Q4 | $935K | Buy |
9,215
+19
| +0.2% | +$1.93K | 0.67% | 21 |
|
|
2018
Q3 | $1.05M | Sell |
9,196
-549
| -6% | -$62.8K | 0.66% | 20 |
|
|
2018
Q2 | $961K | Buy |
9,745
+135
| +1% | +$13.3K | 0.97% | 20 |
|
|
2018
Q1 | $877K | Sell |
9,610
-68
| -0.7% | -$6.21K | 0.62% | 23 |
|
|
2017
Q4 | $828K | Sell |
9,678
-540
| -5% | -$46.2K | 0.57% | 24 |
|
|
2017
Q3 | $761K | Sell |
10,218
-57
| -0.6% | -$4.25K | 0.54% | 24 |
|
|
2017
Q2 | $752K | Buy |
+10,275
| New | +$752K | 0.5% | 24 |
|