Pacific Sun 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 | $2.48M | Buy |
4,976
+85
| +2% | +$42.3K | 1.29% | 14 |
|
|
2025
Q1 | $1.84M | Buy |
4,891
+520
| +12% | +$195K | 1.04% | 24 |
|
|
2024
Q4 | $1.84M | Buy |
4,371
+59
| +1% | +$24.9K | 1% | 26 |
|
|
2024
Q3 | $1.86M | Buy |
4,312
+22
| +0.5% | +$9.47K | 1.02% | 25 |
|
|
2024
Q2 | $1.92M | Sell |
4,290
-8
| -0.2% | -$3.58K | 1.13% | 22 |
|
|
2024
Q1 | $1.81M | Buy |
4,298
+1,924
| +81% | +$809K | 1.05% | 23 |
|
|
2023
Q4 | $893K | Sell |
2,374
-5
| -0.2% | -$1.88K | 0.56% | 54 |
|
|
2023
Q3 | $751K | Buy |
2,379
+18
| +0.8% | +$5.68K | 0.52% | 57 |
|
|
2023
Q2 | $681K | Buy |
+2,361
| New | +$681K | 0.46% | 68 |
|
|
2022
Q4 | $563K | Sell |
2,346
-2,140
| -48% | -$513K | 0.4% | 75 |
|
|
2022
Q3 | $1.05M | Sell |
4,486
-202
| -4% | -$47.1K | 0.73% | 39 |
|
|
2022
Q2 | $1.2M | Buy |
4,688
+80
| +2% | +$20.5K | 0.79% | 38 |
|
|
2022
Q1 | $1.42M | Buy |
4,608
+30
| +0.7% | +$9.25K | 0.78% | 37 |
|
|
2021
Q4 | $1.54M | Buy |
4,578
+89
| +2% | +$29.9K | 0.82% | 37 |
|
|
2021
Q3 | $1.27M | Buy |
+4,489
| New | +$1.27M | 0.73% | 47 |
|
|
2020
Q3 | $792K | Buy |
3,768
+113
| +3% | +$23.8K | 0.66% | 52 |
|
|
2020
Q2 | $744K | Buy |
3,655
+2
| +0.1% | +$407 | 0.67% | 54 |
|
|
2020
Q1 | $576K | Sell |
3,653
-57
| -2% | -$8.99K | 0.66% | 55 |
|
|
2019
Q4 | $585K | Hold |
3,710
| – | – | 0.52% | 68 |
|
|
2019
Q3 | $516K | Buy |
3,710
+41
| +1% | +$5.7K | 0.49% | 73 |
|
|
2019
Q2 | $491K | Buy |
+3,669
| New | +$491K | 0.47% | 75 |
|
|
2018
Q2 | $384K | Hold |
3,529
| – | – | 0.4% | 86 |
|
|
2018
Q1 | $322K | Sell |
3,529
-252
| -7% | -$23K | 0.43% | 81 |
|
|
2017
Q4 | $323K | Buy |
+3,781
| New | +$323K | 0.18% | 102 |
|