Orin Green Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
2,401
+265
| +12% | +$132K | 0.51% | 33 |
|
|
2025
Q1 | $767K | Buy |
+2,136
| New | +$767K | 0.36% | 39 |
|
|
2024
Q4 | – | Sell |
-1,985
| Closed | -$854K | – | 39 |
|
|
2024
Q3 | $854K | Hold |
1,985
| – | – | 0.37% | 40 |
|
|
2024
Q2 | $887K | Buy |
+1,985
| New | +$887K | 0.41% | 35 |
|
|
2024
Q1 | – | Sell |
-2,059
| Closed | -$774K | – | 35 |
|
|
2023
Q4 | $774K | Sell |
2,059
-55
| -3% | -$20.7K | 0.38% | 39 |
|
|
2023
Q3 | $667K | Hold |
2,114
| – | – | 0.37% | 40 |
|
|
2023
Q2 | $720K | Sell |
2,114
-383
| -15% | -$130K | 0.38% | 39 |
|
|
2023
Q1 | $720K | Sell |
2,497
-428
| -15% | -$123K | 0.39% | 39 |
|
|
2022
Q4 | $701K | Buy |
2,925
+72
| +3% | +$17.3K | 0.41% | 38 |
|
|
2022
Q3 | $666K | Buy |
2,853
+65
| +2% | +$15.2K | 0.43% | 38 |
|
|
2022
Q2 | $743K | Hold |
2,788
| – | – | 0.46% | 37 |
|
|
2022
Q1 | $860K | Buy |
2,788
+553
| +25% | +$171K | 0.56% | 33 |
|
|
2021
Q4 | $676K | Sell |
2,235
-343
| -13% | -$104K | 0.49% | 35 |
|
|
2021
Q3 | $727K | Buy |
2,578
+7
| +0.3% | +$1.97K | 0.51% | 37 |
|
|
2021
Q2 | $696K | Sell |
2,571
-445
| -15% | -$120K | 0.49% | 36 |
|
|
2021
Q1 | $711K | Sell |
3,016
-426
| -12% | -$100K | 0.58% | 33 |
|
|
2020
Q4 | $766K | Buy |
+3,442
| New | +$766K | 0.61% | 34 |
|