PFA
Pathway Financial Advisers’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
10,227
+455
| +5% | +$226K | 1.65% | 12 |
|
|
2025
Q1 | $3.67M | Buy |
9,772
+278
| +3% | +$104K | 1.26% | 25 |
|
|
2024
Q4 | $4M | Buy |
9,494
+195
| +2% | +$82.2K | 1.34% | 21 |
|
|
2024
Q3 | $4M | Buy |
9,299
+30
| +0.3% | +$12.9K | 1.81% | 15 |
|
|
2024
Q2 | $4.1M | Buy |
9,269
+74
| +0.8% | +$32.7K | 1.47% | 18 |
|
|
2024
Q1 | $3.87M | Sell |
9,195
-98
| -1% | -$41.2K | 1.39% | 18 |
|
|
2023
Q4 | $3.49M | Buy |
9,293
+96
| +1% | +$36.1K | 1.33% | 21 |
|
|
2023
Q3 | $2.91M | Buy |
+9,197
| New | +$2.91M | 1.2% | 25 |
|
|
2023
Q1 | $2.57M | Buy |
8,892
+863
| +11% | +$249K | 1.03% | 30 |
|
|
2022
Q4 | $1.93M | Buy |
+8,029
| New | +$1.93M | 0.78% | 45 |
|