Petix & Botte 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 | $2.39M | Hold |
4,808
| – | – | 0.59% | 36 |
|
|
2025
Q1 | $1.8M | Sell |
4,808
-60
| -1% | -$22.5K | 0.48% | 41 |
|
|
2024
Q4 | $2.05M | Hold |
4,868
| – | – | 0.54% | 37 |
|
|
2024
Q3 | $2.09M | Hold |
4,868
| – | – | 0.56% | 28 |
|
|
2024
Q2 | $2.18M | Buy |
4,868
+2,434
| +100% | +$1.09M | 0.62% | 28 |
|
|
2024
Q1 | $1.02M | Sell |
2,434
-2,434
| -50% | -$1.02M | 0.25% | 66 |
|
|
2023
Q4 | $1.83M | Hold |
4,868
| – | – | 0.54% | 28 |
|
|
2023
Q3 | $1.54M | Hold |
4,868
| – | – | 0.48% | 34 |
|
|
2023
Q2 | $1.66M | Buy |
4,868
+2,434
| +100% | +$829K | 0.51% | 32 |
|
|
2023
Q1 | $702K | Buy |
+2,434
| New | +$702K | 0.47% | 39 |
|
|
2022
Q3 | $554K | Buy |
2,380
+26
| +1% | +$6.05K | 0.42% | 41 |
|
|
2022
Q2 | $605K | Sell |
2,354
-2,354
| -50% | -$605K | 0.45% | 39 |
|
|
2022
Q1 | $1.45M | Buy |
4,708
+2,354
| +100% | +$726K | 0.45% | 37 |
|
|
2021
Q4 | $792K | Sell |
2,354
-2,274
| -49% | -$765K | 0.5% | 34 |
|
|
2021
Q3 | $1.3M | Buy |
4,628
+2,314
| +100% | +$652K | 0.44% | 39 |
|
|
2021
Q2 | $627K | Sell |
2,314
-42
| -2% | -$11.4K | 0.44% | 41 |
|
|
2021
Q1 | $555K | Sell |
2,356
-12
| -0.5% | -$2.83K | 0.41% | 43 |
|
|
2020
Q4 | $527K | Buy |
2,368
+60
| +3% | +$13.4K | 0.39% | 45 |
|
|
2020
Q3 | $487K | Sell |
2,308
-2,308
| -50% | -$487K | 0.39% | 45 |
|
|
2020
Q2 | $470K | Buy |
4,616
+2,308
| +100% | +$235K | 0.39% | 47 |
|
|
2020
Q1 | $364K | Sell |
2,308
-49
| -2% | -$7.73K | 0.35% | 50 |
|
|
2019
Q4 | $372K | Buy |
+2,357
| New | +$372K | 0.29% | 56 |
|