ORG
Optimist Retirement Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
6,433
-138
| -2% | -$68.6K | 1.53% | 10 |
|
|
2025
Q1 | $2.47M | Sell |
6,571
-9,662
| -60% | -$3.63M | 1.23% | 17 |
|
|
2024
Q4 | $6.84M | Buy |
16,233
+14
| +0.1% | +$5.9K | 3.24% | 7 |
|
|
2024
Q3 | $6.98M | Buy |
16,219
+10,581
| +188% | +$4.55M | 3.15% | 7 |
|
|
2024
Q2 | $2.52M | Buy |
5,638
+673
| +14% | +$301K | 1.32% | 13 |
|
|
2024
Q1 | $2.09M | Sell |
4,965
-20
| -0.4% | -$8.41K | 1.07% | 21 |
|
|
2023
Q4 | $1.87M | Buy |
+4,985
| New | +$1.87M | 1.22% | 20 |
|