PFGIA
Patriot Financial Group Insurance Agency’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Buy |
41,463
+2,648
| +7% | +$1.32M | 2.37% | 3 |
|
|
2025
Q1 | $14.6M | Buy |
38,815
+2,635
| +7% | +$989K | 1.95% | 4 |
|
|
2024
Q4 | $15.3M | Buy |
36,180
+1,218
| +3% | +$513K | 2.04% | 5 |
|
|
2024
Q3 | $15M | Sell |
34,962
-1,073
| -3% | -$462K | 2.02% | 6 |
|
|
2024
Q2 | $16.1M | Buy |
36,035
+6,457
| +22% | +$2.89M | 2.37% | 4 |
|
|
2024
Q1 | $12.4M | Buy |
29,578
+306
| +1% | +$129K | 1.98% | 7 |
|
|
2023
Q4 | $11M | Buy |
29,272
+892
| +3% | +$335K | 2.08% | 5 |
|
|
2023
Q3 | $8.96M | Buy |
28,380
+2,293
| +9% | +$724K | 1.85% | 5 |
|
|
2023
Q2 | $8.88M | Buy |
26,087
+794
| +3% | +$270K | 1.67% | 8 |
|
|
2023
Q1 | $7.29M | Buy |
25,293
+1,468
| +6% | +$423K | 1.48% | 13 |
|
|
2022
Q4 | $5.71M | Buy |
23,825
+223
| +0.9% | +$53.5K | 0.77% | 16 |
|
|
2022
Q3 | $5.5M | Buy |
23,602
+590
| +3% | +$137K | 1.34% | 15 |
|
|
2022
Q2 | $5.91M | Buy |
23,012
+169
| +0.7% | +$43.4K | 1.2% | 14 |
|
|
2022
Q1 | $7.04M | Buy |
22,843
+763
| +3% | +$235K | 1.25% | 13 |
|
|
2021
Q4 | $7.43M | Sell |
22,080
-611
| -3% | -$205K | 1.23% | 11 |
|
|
2021
Q3 | $6.4M | Sell |
22,691
-815
| -3% | -$230K | 1.13% | 11 |
|
|
2021
Q2 | $6.37M | Buy |
23,506
+2,264
| +11% | +$613K | 1.16% | 10 |
|
|
2021
Q1 | $5.01M | Sell |
21,242
-1,109
| -5% | -$261K | 1.15% | 9 |
|
|
2020
Q4 | $4.97M | Buy |
22,351
+4,504
| +25% | +$1M | 1.25% | 9 |
|
|
2020
Q3 | $3.75M | Buy |
17,847
+587
| +3% | +$123K | 1.22% | 10 |
|
|
2020
Q2 | $3.51M | Buy |
17,260
+1,321
| +8% | +$269K | 1.34% | 8 |
|
|
2020
Q1 | $2.51M | Sell |
15,939
-932
| -6% | -$147K | 1.15% | 9 |
|
|
2019
Q4 | $2.66M | Buy |
16,871
+725
| +4% | +$114K | 1% | 12 |
|
|
2019
Q3 | $2.25M | Sell |
16,146
-240
| -1% | -$33.4K | 1.01% | 11 |
|
|
2019
Q2 | $2.24M | Buy |
16,386
+1,887
| +13% | +$258K | 0.97% | 16 |
|
|
2019
Q1 | $1.71M | Buy |
14,499
+2,346
| +19% | +$277K | 0.88% | 17 |
|
|
2018
Q4 | $1.23M | Buy |
12,153
+1,341
| +12% | +$136K | 0.81% | 19 |
|
|
2018
Q3 | $1.24M | Buy |
10,812
+1,369
| +14% | +$157K | 0.74% | 17 |
|
|
2018
Q2 | $931K | Sell |
9,443
-1,751
| -16% | -$173K | 1% | 17 |
|
|
2018
Q1 | $991K | Buy |
11,194
+2,493
| +29% | +$221K | 0.73% | 23 |
|
|
2017
Q4 | $767K | Buy |
8,701
+3,016
| +53% | +$266K | 0.57% | 27 |
|
|
2017
Q3 | $434K | Buy |
5,685
+1,486
| +35% | +$113K | 0.39% | 56 |
|
|
2017
Q2 | $294K | Buy |
4,199
+1,726
| +70% | +$121K | 0.31% | 62 |
|
|
2017
Q1 | $162K | Sell |
2,473
-100
| -4% | -$6.55K | 0.17% | 107 |
|
|
2016
Q4 | $161K | Buy |
+2,573
| New | +$161K | 0.22% | 99 |
|