Omega Financial Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$596K Buy
2025
Q1
$315K Buy
2024
Q4
$353K Sell
2024
Q3
$410K Sell
2024
Q2
$1.18M Buy
2024
Q1
$1.03M Buy
2023
Q4
$923K Sell
2023
Q3
$807K Sell
2023
Q2
$1.12M Sell
2023
Q1
$956K Sell
2022
Q4
$825K Buy
2022
Q3
$802K Buy
2022
Q2
$846K Buy
2022
Q1
$831K Buy
2021
Q4
$301K Buy