Omega 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 | $596K | Buy |
1,198
+360
| +43% | +$179K | 0.21% | 57 |
|
|
2025
Q1 | $315K | Buy |
838
+1
| +0.1% | +$375 | 0.12% | 71 |
|
|
2024
Q4 | $353K | Sell |
837
-116
| -12% | -$48.9K | 0.13% | 69 |
|
|
2024
Q3 | $410K | Sell |
953
-1,679
| -64% | -$722K | 0.16% | 64 |
|
|
2024
Q2 | $1.18M | Buy |
2,632
+176
| +7% | +$78.7K | 0.48% | 45 |
|
|
2024
Q1 | $1.03M | Buy |
2,456
+1
| +0% | +$421 | 0.42% | 47 |
|
|
2023
Q4 | $923K | Sell |
2,455
-100
| -4% | -$37.6K | 0.4% | 50 |
|
|
2023
Q3 | $807K | Sell |
2,555
-722
| -22% | -$228K | 0.39% | 51 |
|
|
2023
Q2 | $1.12M | Sell |
3,277
-39
| -1% | -$13.3K | 0.51% | 44 |
|
|
2023
Q1 | $956K | Sell |
3,316
-246
| -7% | -$70.9K | 0.44% | 48 |
|
|
2022
Q4 | $825K | Buy |
3,562
+120
| +3% | +$27.8K | 0.43% | 49 |
|
|
2022
Q3 | $802K | Buy |
3,442
+150
| +5% | +$35K | 0.41% | 46 |
|
|
2022
Q2 | $846K | Buy |
3,292
+596
| +22% | +$153K | 0.41% | 48 |
|
|
2022
Q1 | $831K | Buy |
2,696
+1,801
| +201% | +$555K | 0.36% | 42 |
|
|
2021
Q4 | $301K | Buy |
+895
| New | +$301K | 0.13% | 62 |
|