O'Donnell 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 | $1.42M | Sell |
2,851
-87
| -3% | -$43.3K | 0.54% | 27 |
|
2025
Q1 | $1.1M | Buy |
2,938
+92
| +3% | +$34.5K | 0.46% | 28 |
|
2024
Q4 | $1.16M | Buy |
2,846
+53
| +2% | +$21.5K | 0.48% | 23 |
|
2024
Q3 | $1.2M | Buy |
2,793
+253
| +10% | +$109K | 0.49% | 24 |
|
2024
Q2 | $1.14M | Sell |
2,540
-200
| -7% | -$89.4K | 0.5% | 21 |
|
2024
Q1 | $1.15M | Buy |
2,740
+60
| +2% | +$25.2K | 0.53% | 22 |
|
2023
Q4 | $1.01M | Sell |
2,680
-167
| -6% | -$62.8K | 0.51% | 21 |
|
2023
Q3 | $899K | Hold |
2,847
| – | – | 0.5% | 13 |
|
2023
Q2 | $970K | Buy |
2,847
+3
| +0.1% | +$1.02K | 0.59% | 8 |
|
2023
Q1 | $820K | Buy |
2,844
+94
| +3% | +$27.1K | 1.46% | 4 |
|
2022
Q4 | $659K | Sell |
2,750
-32
| -1% | -$7.67K | 6.05% | 4 |
|
2022
Q3 | $648K | Sell |
2,782
-99
| -3% | -$23.1K | 2.26% | 7 |
|
2022
Q2 | $739K | Buy |
2,881
+3
| +0.1% | +$770 | 0.61% | 15 |
|
2022
Q1 | $887K | Buy |
2,878
+4
| +0.1% | +$1.23K | 0.4% | 18 |
|
2021
Q4 | $886K | Buy |
2,874
+4
| +0.1% | +$1.23K | 0.41% | 18 |
|
2021
Q3 | $809K | Buy |
+2,870
| New | +$809K | 0.39% | 26 |
|