Patrick M. Sweeney & Associates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.21M | Buy |
10,451
+77
| +0.7% | +$38.4K | 3.59% | 5 |
|
2025
Q1 | $3.89M | Sell |
10,374
-74
| -0.7% | -$27.8K | 2.91% | 7 |
|
2024
Q4 | $4.4M | Sell |
10,448
-30
| -0.3% | -$12.6K | 3.3% | 7 |
|
2024
Q3 | $4.51M | Buy |
10,478
+212
| +2% | +$91.2K | 3.31% | 7 |
|
2024
Q2 | $4.59M | Buy |
10,266
+331
| +3% | +$148K | 3.71% | 6 |
|
2024
Q1 | $4.18M | Buy |
9,935
+4
| +0% | +$1.68K | 3.44% | 8 |
|
2023
Q4 | $3.73M | Buy |
+9,931
| New | +$3.73M | 3.42% | 8 |
|