Penney 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 | $864K | Hold |
1,736
| – | – | 0.44% | 21 |
|
|
2025
Q1 | $652K | Hold |
1,736
| – | – | 0.43% | 19 |
|
|
2024
Q4 | $732K | Buy |
1,736
+40
| +2% | +$16.9K | 0.49% | 19 |
|
|
2024
Q3 | $730K | Buy |
1,696
+107
| +7% | +$46K | 0.5% | 18 |
|
|
2024
Q2 | $710K | Hold |
1,589
| – | – | 0.52% | 17 |
|
|
2024
Q1 | $669K | Hold |
1,589
| – | – | 0.49% | 19 |
|
|
2023
Q4 | $598K | Buy |
+1,589
| New | +$598K | 0.49% | 21 |
|