Nikulski Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
22,786
+1,737
| +8% | +$864K | 3.1% | 5 |
|
|
2025
Q1 | $7.9M | Buy |
21,049
+580
| +3% | +$218K | 2.39% | 12 |
|
|
2024
Q4 | $8.63M | Sell |
20,469
-77
| -0.4% | -$32.5K | 2.54% | 10 |
|
|
2024
Q3 | $8.84M | Buy |
20,546
+417
| +2% | +$179K | 2.65% | 11 |
|
|
2024
Q2 | $9M | Buy |
20,129
+220
| +1% | +$98.3K | 2.86% | 9 |
|
|
2024
Q1 | $8.38M | Buy |
19,909
+3,362
| +20% | +$1.41M | 2.78% | 10 |
|
|
2023
Q4 | $6.22M | Buy |
16,547
+1,101
| +7% | +$414K | 2.28% | 12 |
|
|
2023
Q3 | $4.88M | Buy |
15,446
+612
| +4% | +$193K | 2.02% | 15 |
|
|
2023
Q2 | $5.05M | Buy |
14,834
+30
| +0.2% | +$10.2K | 2.09% | 14 |
|
|
2023
Q1 | $4.27M | Buy |
14,804
+169
| +1% | +$48.7K | 1.89% | 15 |
|
|
2022
Q4 | $3.51M | Buy |
14,635
+165
| +1% | +$39.6K | 1.67% | 19 |
|
|
2022
Q3 | $3.37M | Buy |
14,470
+393
| +3% | +$91.5K | 1.74% | 17 |
|
|
2022
Q2 | $3.62M | Buy |
14,077
+391
| +3% | +$100K | 1.79% | 16 |
|
|
2022
Q1 | $4.22M | Buy |
13,686
+535
| +4% | +$165K | 1.78% | 15 |
|
|
2021
Q4 | $4.42M | Buy |
13,151
+739
| +6% | +$249K | 1.85% | 15 |
|
|
2021
Q3 | $3.5M | Buy |
12,412
+1,217
| +11% | +$343K | 1.62% | 19 |
|
|
2021
Q2 | $3.15M | Buy |
11,195
+428
| +4% | +$120K | 1.47% | 21 |
|
|
2021
Q1 | $2.54M | Buy |
10,767
+58
| +0.5% | +$13.7K | 1.3% | 24 |
|
|
2020
Q4 | $2.38M | Buy |
10,709
+562
| +6% | +$125K | 1.31% | 23 |
|
|
2020
Q3 | $2.13M | Buy |
10,147
+510
| +5% | +$107K | 1.35% | 23 |
|
|
2020
Q2 | $1.96M | Buy |
9,637
+2,196
| +30% | +$447K | 1.38% | 24 |
|
|
2020
Q1 | $1.17M | Buy |
7,441
+5,740
| +337% | +$906K | 1.02% | 32 |
|
|
2019
Q4 | $286K | Hold |
1,701
| – | – | 0.21% | 74 |
|
|
2019
Q3 | $238K | Buy |
+1,701
| New | +$238K | 0.2% | 81 |
|
|
2019
Q2 | – | Sell |
-1,701
| Closed | -$201K | – | 88 |
|
|
2019
Q1 | $201K | Buy |
+1,701
| New | +$201K | 0.2% | 76 |
|