Novak & Powell Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
11,694
+138
| +1% | +$68.6K | 4.04% | 6 |
|
|
2025
Q1 | $4.34M | Sell |
11,556
-156
| -1% | -$58.6K | 2.7% | 7 |
|
|
2024
Q4 | $4.94M | Sell |
11,712
-745
| -6% | -$314K | 2.94% | 6 |
|
|
2024
Q3 | $5.36M | Sell |
12,457
-25
| -0.2% | -$10.8K | 3.11% | 6 |
|
|
2024
Q2 | $5.58M | Sell |
12,482
-43
| -0.3% | -$19.2K | 3.47% | 6 |
|
|
2024
Q1 | $5.27M | Sell |
12,525
-70
| -0.6% | -$29.5K | 3.94% | 6 |
|
|
2023
Q4 | $4.74M | Buy |
+12,595
| New | +$4.74M | 3.16% | 6 |
|