Physicians Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
42,499
-812
| -2% | -$404K | 6.3% | 4 |
|
|
2025
Q1 | $16.3M | Buy |
43,311
+465
| +1% | +$175K | 5.17% | 3 |
|
|
2024
Q4 | $18.1M | Sell |
42,846
-30
| -0.1% | -$12.6K | 5.48% | 4 |
|
|
2024
Q3 | $18.5M | Sell |
42,876
-530
| -1% | -$228K | 5.74% | 2 |
|
|
2024
Q2 | $19.4M | Buy |
43,406
+592
| +1% | +$265K | 6.31% | 2 |
|
|
2024
Q1 | $18M | Sell |
42,814
-25
| -0.1% | -$10.5K | 6.34% | 2 |
|
|
2023
Q4 | $16.1M | Sell |
42,839
-115
| -0.3% | -$43.2K | 6.1% | 2 |
|
|
2023
Q3 | $13.6M | Buy |
42,954
+149
| +0.3% | +$47K | 5.55% | 2 |
|
|
2023
Q2 | $14.6M | Buy |
42,805
+5
| +0% | +$1.7K | 5.72% | 2 |
|
|
2023
Q1 | $12.3M | Buy |
42,800
+50
| +0.1% | +$14.4K | 5.22% | 2 |
|
|
2022
Q4 | $10.3M | Sell |
42,750
-575
| -1% | -$138K | 4.62% | 2 |
|
|
2022
Q3 | $10.1M | Sell |
43,325
-582
| -1% | -$136K | 4.88% | 3 |
|
|
2022
Q2 | $11.3M | Buy |
43,907
+852
| +2% | +$219K | 5.02% | 2 |
|
|
2022
Q1 | $13.3M | Buy |
43,055
+1,392
| +3% | +$429K | 5.07% | 3 |
|
|
2021
Q4 | $14M | Sell |
41,663
-660
| -2% | -$222K | 5.18% | 3 |
|
|
2021
Q3 | $11.9M | Sell |
42,323
-500
| -1% | -$141K | 4.83% | 3 |
|
|
2021
Q2 | $11.6M | Sell |
42,823
-173
| -0.4% | -$46.9K | 4.76% | 3 |
|
|
2021
Q1 | $10.1M | Buy |
42,996
+2,659
| +7% | +$627K | 4.34% | 3 |
|
|
2020
Q4 | $8.97M | Sell |
40,337
-2,057
| -5% | -$458K | 4.33% | 3 |
|
|
2020
Q3 | $8.92M | Sell |
42,394
-444
| -1% | -$93.4K | 4.45% | 3 |
|
|
2020
Q2 | $8.72M | Buy |
42,838
+3,575
| +9% | +$728K | 4.82% | 3 |
|
|
2020
Q1 | $6.19M | Buy |
39,263
+105
| +0.3% | +$16.6K | 4.26% | 3 |
|
|
2019
Q4 | $6.18M | Buy |
39,158
+410
| +1% | +$64.7K | 3.34% | 3 |
|
|
2019
Q3 | $5.39M | Sell |
38,748
-300
| -0.8% | -$41.7K | 3.08% | 5 |
|
|
2019
Q2 | $5.23M | Buy |
39,048
+625
| +2% | +$83.7K | 3.08% | 4 |
|
|
2019
Q1 | $4.53M | Buy |
38,423
+1,589
| +4% | +$187K | 2.82% | 6 |
|
|
2018
Q4 | $3.74M | Buy |
36,834
+4,877
| +15% | +$495K | 2.72% | 6 |
|
|
2018
Q3 | $3.66M | Buy |
31,957
+400
| +1% | +$45.7K | 2.51% | 6 |
|
|
2018
Q2 | $3.11M | Sell |
31,557
-104
| -0.3% | -$10.3K | 2.33% | 8 |
|
|
2018
Q1 | $2.83M | Sell |
31,661
-2,402
| -7% | -$215K | 2.25% | 9 |
|
|
2017
Q4 | $2.91M | Sell |
34,063
-225
| -0.7% | -$19.2K | 2.22% | 13 |
|
|
2017
Q3 | $2.55M | Sell |
34,288
-100
| -0.3% | -$7.45K | 2.09% | 13 |
|
|
2017
Q2 | $2.37M | Sell |
34,388
-745
| -2% | -$51.3K | 2.01% | 13 |
|
|
2017
Q1 | $2.31M | Sell |
35,133
-819
| -2% | -$53.9K | 2% | 14 |
|
|
2016
Q4 | $2.02M | Buy |
35,952
+558
| +2% | +$31.4K | 1.66% | 15 |
|
|
2016
Q3 | $2.04M | Buy |
35,394
+1,402
| +4% | +$80.7K | 1.7% | 16 |
|
|
2016
Q2 | $1.74M | Buy |
33,992
+733
| +2% | +$37.5K | 1.52% | 16 |
|
|
2016
Q1 | $1.84M | Buy |
33,259
+1,398
| +4% | +$77.2K | 1.66% | 15 |
|
|
2015
Q4 | $1.77M | Buy |
+31,861
| New | +$1.77M | 1.63% | 15 |
|