Prospera 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 | $127M | Buy |
254,791
+18,935
| +8% | +$9.42M | 2.36% | 3 |
|
|
2025
Q1 | $88.6M | Buy |
235,856
+15,020
| +7% | +$5.64M | 2.04% | 3 |
|
|
2024
Q4 | $93.1M | Buy |
220,836
+13,855
| +7% | +$5.84M | 2.17% | 3 |
|
|
2024
Q3 | $89.1M | Buy |
206,981
+24,040
| +13% | +$10.4M | 2.28% | 3 |
|
|
2024
Q2 | $81.8M | Buy |
182,941
+9,298
| +5% | +$4.16M | 2.28% | 3 |
|
|
2024
Q1 | $73.1M | Buy |
173,643
+3,486
| +2% | +$1.47M | 2.18% | 3 |
|
|
2023
Q4 | $64M | Buy |
170,157
+3,130
| +2% | +$1.18M | 2.12% | 2 |
|
|
2023
Q3 | $52.8M | Buy |
167,027
+6,951
| +4% | +$2.2M | 2.04% | 3 |
|
|
2023
Q2 | $54.5M | Buy |
160,076
+5,238
| +3% | +$1.78M | 2.09% | 3 |
|
|
2023
Q1 | $44.7M | Buy |
154,838
+44,334
| +40% | +$12.8M | 1.84% | 4 |
|
|
2022
Q4 | $26.5M | Sell |
110,504
-57,687
| -34% | -$13.8M | 1.33% | 6 |
|
|
2022
Q3 | $39.2M | Buy |
168,191
+6,168
| +4% | +$1.44M | 2.05% | 3 |
|
|
2022
Q2 | $41.7M | Buy |
162,023
+3,732
| +2% | +$959K | 2.12% | 4 |
|
|
2022
Q1 | $48.8M | Buy |
158,291
+10,434
| +7% | +$3.22M | 2.04% | 3 |
|
|
2021
Q4 | $49.7M | Buy |
147,857
+527
| +0.4% | +$177K | 2.15% | 4 |
|
|
2021
Q3 | $41.5M | Sell |
147,330
-1,129
| -0.8% | -$318K | 2.07% | 5 |
|
|
2021
Q2 | $40.2M | Buy |
148,459
+7,762
| +6% | +$2.1M | 2.02% | 5 |
|
|
2021
Q1 | $33.2M | Buy |
140,697
+25,459
| +22% | +$6M | 1.97% | 5 |
|
|
2020
Q4 | $25.6M | Buy |
115,238
+112,521
| +4,141% | +$25M | 1.77% | 7 |
|
|
2020
Q3 | $565K | Sell |
2,717
-104,351
| -97% | -$21.7M | 0.22% | 87 |
|
|
2020
Q2 | $21.3M | Sell |
107,068
-8,471
| -7% | -$1.68M | 1.89% | 6 |
|
|
2020
Q1 | $18.2M | Sell |
115,539
-22,300
| -16% | -$3.52M | 1.93% | 8 |
|
|
2019
Q4 | $21.7M | Buy |
137,839
+74,141
| +116% | +$11.7M | 1.67% | 8 |
|
|
2019
Q3 | $8.86M | Buy |
63,698
+5,960
| +10% | +$829K | 0.91% | 13 |
|
|
2019
Q2 | $7.83M | Buy |
+57,738
| New | +$7.83M | 0.88% | 12 |
|
|
2019
Q1 | – | Sell |
-35,801
| Closed | -$3.64M | – | 399 |
|
|
2018
Q4 | $3.64M | Buy |
35,801
+1,501
| +4% | +$153K | 0.73% | 15 |
|
|
2018
Q3 | $3.59M | Sell |
34,300
-7,211
| -17% | -$754K | 0.67% | 15 |
|
|
2018
Q2 | $4.12M | Buy |
41,511
+4,459
| +12% | +$442K | 0.56% | 26 |
|
|
2018
Q1 | $3.4M | Buy |
37,052
+4,289
| +13% | +$394K | 0.48% | 36 |
|
|
2017
Q4 | $2.83M | Sell |
32,763
-5,424
| -14% | -$469K | 0.43% | 42 |
|
|
2017
Q3 | $2.85M | Sell |
38,187
-81
| -0.2% | -$6.04K | 0.43% | 42 |
|
|
2017
Q2 | $2.63M | Buy |
38,268
+6,164
| +19% | +$423K | 0.42% | 51 |
|
|
2017
Q1 | $2.11M | Sell |
32,104
-290
| -0.9% | -$19.1K | 0.38% | 54 |
|
|
2016
Q4 | $2.02M | Buy |
32,394
+954
| +3% | +$59.4K | 0.4% | 46 |
|
|
2016
Q3 | $1.81M | Buy |
31,440
+970
| +3% | +$55.9K | 0.36% | 53 |
|
|
2016
Q2 | $1.56M | Sell |
30,470
-2,225
| -7% | -$114K | 0.32% | 60 |
|
|
2016
Q1 | $1.81M | Sell |
32,695
-2,366
| -7% | -$131K | 0.4% | 42 |
|
|
2015
Q4 | $1.95M | Buy |
35,061
+1,735
| +5% | +$96.2K | 0.43% | 39 |
|
|
2015
Q3 | $1.43M | Buy |
33,326
+833
| +3% | +$35.8K | 0.36% | 38 |
|
|
2015
Q2 | $1.39M | Sell |
32,493
-227
| -0.7% | -$9.71K | 0.33% | 55 |
|
|
2015
Q1 | $1.29M | Sell |
32,720
-3,933
| -11% | -$155K | 0.29% | 54 |
|
|
2014
Q4 | $1.7M | Buy |
36,653
+1,098
| +3% | +$51K | 0.42% | 43 |
|
|
2014
Q3 | $1.49M | Buy |
35,555
+3,771
| +12% | +$158K | 0.4% | 45 |
|
|
2014
Q2 | $1.33M | Buy |
31,784
+1,126
| +4% | +$46.9K | 0.36% | 54 |
|
|
2014
Q1 | $1.21M | Buy |
30,658
+612
| +2% | +$24.1K | 0.38% | 43 |
|
|
2013
Q4 | $1.12M | Sell |
30,046
-4,989
| -14% | -$187K | 0.38% | 52 |
|
|
2013
Q3 | $1.18M | Sell |
35,035
-9,071
| -21% | -$304K | 0.45% | 49 |
|
|
2013
Q2 | $1.52M | Buy |
+44,106
| New | +$1.52M | 0.7% | 40 |
|