Nadler 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 | $15.2M | Buy |
30,594
+2,341
| +8% | +$1.16M | 1.56% | 17 |
|
|
2025
Q1 | $10.6M | Sell |
28,253
-2,514
| -8% | -$944K | 1.17% | 18 |
|
|
2024
Q4 | $13M | Buy |
30,767
+245
| +0.8% | +$103K | 1.37% | 18 |
|
|
2024
Q3 | $13.1M | Sell |
30,522
-32
| -0.1% | -$13.8K | 1.45% | 18 |
|
|
2024
Q2 | $13.7M | Sell |
30,554
-106
| -0.3% | -$47.4K | 1.61% | 16 |
|
|
2024
Q1 | $12.9M | Sell |
30,660
-158
| -0.5% | -$66.5K | 1.59% | 17 |
|
|
2023
Q4 | $11.6M | Sell |
30,818
-324
| -1% | -$122K | 1.56% | 17 |
|
|
2023
Q3 | $9.83M | Sell |
31,142
-12
| -0% | -$3.79K | 1.49% | 18 |
|
|
2023
Q2 | $10.6M | Sell |
31,154
-352
| -1% | -$120K | 1.55% | 17 |
|
|
2023
Q1 | $9.08M | Buy |
31,506
+580
| +2% | +$167K | 1.45% | 19 |
|
|
2022
Q4 | $7.42M | Buy |
30,926
+85
| +0.3% | +$20.4K | 1.29% | 18 |
|
|
2022
Q3 | $7.18M | Buy |
30,841
+220
| +0.7% | +$51.2K | 1.37% | 16 |
|
|
2022
Q2 | $7.86M | Buy |
30,621
+836
| +3% | +$215K | 1.45% | 16 |
|
|
2022
Q1 | $9.18M | Sell |
29,785
-505
| -2% | -$156K | 1.44% | 16 |
|
|
2021
Q4 | $10.2M | Buy |
30,290
+2,084
| +7% | +$701K | 1.51% | 16 |
|
|
2021
Q3 | $7.95M | Buy |
28,206
+483
| +2% | +$136K | 1.3% | 16 |
|
|
2021
Q2 | $7.51M | Sell |
27,723
-142
| -0.5% | -$38.5K | 1.23% | 15 |
|
|
2021
Q1 | $6.57M | Buy |
27,865
+244
| +0.9% | +$57.5K | 1.17% | 15 |
|
|
2020
Q4 | $6.14M | Buy |
27,621
+258
| +0.9% | +$57.4K | 1.17% | 18 |
|
|
2020
Q3 | $5.76M | Buy |
27,363
+321
| +1% | +$67.5K | 1.28% | 17 |
|
|
2020
Q2 | $5.5M | Sell |
27,042
-239
| -0.9% | -$48.6K | 1.38% | 16 |
|
|
2020
Q1 | $4.3M | Sell |
27,281
-591
| -2% | -$93.2K | 1.32% | 16 |
|
|
2019
Q4 | $4.4M | Buy |
27,872
+1,110
| +4% | +$175K | 1.09% | 17 |
|
|
2019
Q3 | $3.72M | Buy |
26,762
+324
| +1% | +$45K | 1.04% | 17 |
|
|
2019
Q2 | $3.54M | Sell |
26,438
-157
| -0.6% | -$21K | 1.02% | 17 |
|
|
2019
Q1 | $3.14M | Sell |
26,595
-990
| -4% | -$117K | 1% | 17 |
|
|
2018
Q4 | $2.8M | Buy |
27,585
+147
| +0.5% | +$14.9K | 0.92% | 16 |
|
|
2018
Q3 | $3.14M | Buy |
27,438
+616
| +2% | +$70.5K | 0.85% | 19 |
|
|
2018
Q2 | $2.65M | Buy |
26,822
+798
| +3% | +$78.7K | 0.75% | 19 |
|
|
2018
Q1 | $2.38M | Buy |
26,024
+42
| +0.2% | +$3.83K | 0.73% | 19 |
|
|
2017
Q4 | $2.22M | Buy |
25,982
+338
| +1% | +$28.9K | 0.68% | 19 |
|
|
2017
Q3 | $1.91M | Sell |
25,644
-100
| -0.4% | -$7.45K | 0.63% | 20 |
|
|
2017
Q2 | $1.78M | Sell |
25,744
-593
| -2% | -$40.9K | 0.6% | 19 |
|
|
2017
Q1 | $1.74M | Buy |
26,337
+355
| +1% | +$23.4K | 0.61% | 19 |
|
|
2016
Q4 | $1.62M | Buy |
25,982
+7,614
| +41% | +$473K | 0.6% | 19 |
|
|
2016
Q3 | $1.06M | Buy |
18,368
+332
| +2% | +$19.1K | 0.42% | 23 |
|
|
2016
Q2 | $923K | Buy |
18,036
+588
| +3% | +$30.1K | 0.39% | 29 |
|
|
2016
Q1 | $964K | Buy |
17,448
+193
| +1% | +$10.7K | 0.42% | 23 |
|
|
2015
Q4 | $957K | Buy |
17,255
+647
| +4% | +$35.9K | 0.43% | 24 |
|
|
2015
Q3 | $735K | Buy |
16,608
+146
| +0.9% | +$6.46K | 0.37% | 30 |
|
|
2015
Q2 | $727K | Sell |
16,462
-568
| -3% | -$25.1K | 0.34% | 31 |
|
|
2015
Q1 | $692K | Buy |
17,030
+554
| +3% | +$22.5K | 0.33% | 31 |
|
|
2014
Q4 | $765K | Buy |
16,476
+914
| +6% | +$42.4K | 0.4% | 29 |
|
|
2014
Q3 | $721K | Sell |
15,562
-351
| -2% | -$16.3K | 0.43% | 29 |
|
|
2014
Q2 | $664K | Sell |
15,913
-677
| -4% | -$28.2K | 0.42% | 25 |
|
|
2014
Q1 | $680K | Sell |
16,590
-186
| -1% | -$7.62K | 0.45% | 28 |
|
|
2013
Q4 | $628K | Buy |
16,776
+347
| +2% | +$13K | 0.41% | 28 |
|
|
2013
Q3 | $547K | Sell |
16,429
-6,929
| -30% | -$231K | 0.4% | 33 |
|
|
2013
Q2 | $807K | Buy |
+23,358
| New | +$807K | 0.57% | 28 |
|