Petra Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
5,760
-41
| -0.7% | -$20.4K | 1.82% | 10 |
|
|
2025
Q1 | $2.18M | Sell |
5,801
-90
| -2% | -$33.8K | 1.79% | 12 |
|
|
2024
Q4 | $2.48M | Sell |
5,891
-360
| -6% | -$152K | 1.69% | 12 |
|
|
2024
Q3 | $2.69M | Sell |
6,251
-71
| -1% | -$30.6K | 1.77% | 11 |
|
|
2024
Q2 | $2.83M | Sell |
6,322
-138
| -2% | -$61.7K | 2.03% | 12 |
|
|
2024
Q1 | $2.6M | Buy |
6,460
+1,053
| +19% | +$424K | 1.91% | 12 |
|
|
2023
Q4 | $2.03M | Buy |
5,407
+84
| +2% | +$31.6K | 1.7% | 13 |
|
|
2023
Q3 | $1.68M | Buy |
5,323
+2,500
| +89% | +$789K | 1.4% | 19 |
|
|
2023
Q2 | $961K | Sell |
2,823
-2,504
| -47% | -$853K | 0.86% | 34 |
|
|
2023
Q1 | $1.54M | Buy |
5,327
+2,749
| +107% | +$792K | 1.52% | 16 |
|
|
2022
Q4 | $618K | Buy |
+2,578
| New | +$618K | 0.68% | 39 |
|