NECFA
New England Capital Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
1,510
+58
| +4% | +$28.9K | 0.34% | 25 |
|
|
2025
Q1 | $545K | Sell |
1,452
-32
| -2% | -$12K | 0.28% | 29 |
|
|
2024
Q4 | $625K | Sell |
1,484
-3
| -0.2% | -$1.26K | 0.31% | 28 |
|
|
2024
Q3 | $640K | Sell |
1,487
-26
| -2% | -$11.2K | 0.33% | 25 |
|
|
2024
Q2 | $676K | Buy |
1,513
+1
| +0.1% | +$447 | 0.38% | 20 |
|
|
2024
Q1 | $636K | Sell |
1,512
-27
| -2% | -$11.4K | 0.36% | 22 |
|
|
2023
Q4 | $579K | Sell |
1,539
-16
| -1% | -$6.02K | 0.35% | 24 |
|
|
2023
Q3 | $491K | Buy |
1,555
+2
| +0.1% | +$632 | 0.34% | 24 |
|
|
2023
Q2 | $529K | Sell |
1,553
-99
| -6% | -$33.7K | 0.35% | 25 |
|
|
2023
Q1 | $476K | Buy |
1,652
+38
| +2% | +$11K | 0.34% | 25 |
|
|
2022
Q4 | $388K | Buy |
+1,614
| New | +$388K | 0.27% | 32 |
|