PFA
Plotkin Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
2,089
+121
| +6% | +$60.2K | 0.57% | 33 |
|
|
2025
Q1 | $739K | Buy |
1,968
+41
| +2% | +$15.4K | 0.45% | 39 |
|
|
2024
Q4 | $812K | Buy |
1,927
+37
| +2% | +$15.6K | 0.48% | 37 |
|
|
2024
Q3 | $813K | Hold |
1,890
| – | – | 0.49% | 39 |
|
|
2024
Q2 | $845K | Hold |
1,890
| – | – | 0.54% | 38 |
|
|
2024
Q1 | $795K | Sell |
1,890
-21
| -1% | -$8.84K | 0.53% | 37 |
|
|
2023
Q4 | $719K | Sell |
1,911
-456
| -19% | -$171K | 0.55% | 31 |
|
|
2023
Q3 | $747K | Buy |
2,367
+417
| +21% | +$132K | 0.66% | 27 |
|
|
2023
Q2 | $664K | Sell |
1,950
-268
| -12% | -$91.3K | 0.55% | 32 |
|
|
2023
Q1 | $639K | Buy |
2,218
+360
| +19% | +$104K | 0.59% | 31 |
|
|
2022
Q4 | $446K | Sell |
1,858
-5
| -0.3% | -$1.2K | 0.45% | 39 |
|
|
2022
Q3 | $434K | Buy |
1,863
+502
| +37% | +$117K | 0.44% | 39 |
|
|
2022
Q2 | $350K | Buy |
1,361
+91
| +7% | +$23.4K | 0.33% | 46 |
|
|
2022
Q1 | $392K | Hold |
1,270
| – | – | 0.27% | 54 |
|
|
2021
Q4 | $427K | Sell |
1,270
-951
| -43% | -$320K | 0.27% | 54 |
|
|
2021
Q3 | $626K | Hold |
2,221
| – | – | 0.37% | 46 |
|
|
2021
Q2 | $602K | Buy |
2,221
+43
| +2% | +$11.6K | 0.33% | 53 |
|
|
2021
Q1 | $514K | Sell |
2,178
-42
| -2% | -$9.9K | 0.31% | 45 |
|
|
2020
Q4 | $494K | Hold |
2,220
| – | – | 0.33% | 40 |
|
|
2020
Q3 | $467K | Buy |
2,220
+706
| +47% | +$148K | 0.51% | 34 |
|
|
2020
Q2 | $308K | Hold |
1,514
| – | – | 0.26% | 44 |
|
|
2020
Q1 | $239K | Sell |
1,514
-10
| -0.7% | -$1.58K | 0.29% | 46 |
|
|
2019
Q4 | $240K | Buy |
+1,524
| New | +$240K | 0.22% | 59 |
|