PFA
Pathway Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
6,281
-13
| -0.2% | -$6.47K | 0.46% | 29 |
|
|
2025
Q1 | $2.36M | Sell |
6,294
-24
| -0.4% | -$9.01K | 0.43% | 32 |
|
|
2024
Q4 | $2.66M | Sell |
6,318
-71
| -1% | -$29.9K | 0.61% | 25 |
|
|
2024
Q3 | $2.75M | Sell |
6,389
-137
| -2% | -$59K | 0.71% | 23 |
|
|
2024
Q2 | $2.92M | Buy |
6,526
+62
| +1% | +$27.7K | 0.79% | 20 |
|
|
2024
Q1 | $2.72M | Sell |
6,464
-57
| -0.9% | -$24K | 0.74% | 21 |
|
|
2023
Q4 | $2.45M | Buy |
6,521
+109
| +2% | +$41K | 0.71% | 21 |
|
|
2023
Q3 | $2.02M | Buy |
6,412
+210
| +3% | +$66.3K | 0.69% | 21 |
|
|
2023
Q2 | $2.11M | Buy |
6,202
+2
| +0% | +$681 | 0.69% | 21 |
|
|
2023
Q1 | $1.79M | Hold |
6,200
| – | – | 0.6% | 23 |
|
|
2022
Q4 | $1.49M | Sell |
6,200
-2,130
| -26% | -$511K | 0.46% | 30 |
|
|
2022
Q3 | $1.94M | Buy |
8,330
+225
| +3% | +$52.4K | 0.67% | 17 |
|
|
2022
Q2 | $2.08M | Buy |
8,105
+809
| +11% | +$208K | 0.87% | 18 |
|
|
2022
Q1 | $2.25M | Sell |
7,296
-20
| -0.3% | -$6.17K | 0.84% | 19 |
|
|
2021
Q4 | $2.28M | Buy |
+7,316
| New | +$2.28M | 0.81% | 20 |
|
|
2021
Q1 | $1.86M | Hold |
7,543
| – | – | 0.73% | 23 |
|
|
2020
Q4 | $1.75M | Sell |
7,543
-1,288
| -15% | -$299K | 0.73% | 23 |
|
|
2020
Q3 | $1.88M | Sell |
8,831
-35
| -0.4% | -$7.44K | 0.73% | 19 |
|
|
2020
Q2 | $1.8M | Sell |
8,866
-31
| -0.3% | -$6.31K | 0.54% | 18 |
|
|
2020
Q1 | $1.37M | Sell |
8,897
-44
| -0.5% | -$6.77K | 0.46% | 19 |
|
|
2019
Q4 | $1.49M | Sell |
8,941
-62
| -0.7% | -$10.3K | 0.42% | 29 |
|
|
2019
Q3 | $1.31M | Hold |
9,003
| – | – | 0.38% | 33 |
|
|
2019
Q2 | $1.21M | Buy |
9,003
+248
| +3% | +$33.2K | 0.36% | 33 |
|
|
2019
Q1 | $1.03M | Buy |
8,755
+531
| +6% | +$62.7K | 0.32% | 35 |
|
|
2018
Q4 | $835K | Hold |
8,224
| – | – | 0.47% | 32 |
|
|
2018
Q3 | $845K | Sell |
8,224
-180
| -2% | -$18.5K | 0.47% | 31 |
|
|
2018
Q2 | $829K | Hold |
8,404
| – | – | 0.49% | 30 |
|
|
2018
Q1 | $767K | Sell |
8,404
-42
| -0.5% | -$3.83K | 0.45% | 31 |
|
|
2017
Q4 | $722K | Buy |
+8,446
| New | +$722K | 0.42% | 34 |
|