PFG
Prosperity Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07M | Sell |
18,237
-845
| -4% | -$420K | 3.85% | 3 |
|
|
2025
Q1 | $7.16M | Sell |
19,082
-451
| -2% | -$169K | 3.57% | 3 |
|
|
2024
Q4 | $8.23M | Buy |
19,533
+249
| +1% | +$105K | 4.1% | 3 |
|
|
2024
Q3 | $8.3M | Buy |
19,284
+1,235
| +7% | +$531K | 4.65% | 2 |
|
|
2024
Q2 | $8.07M | Buy |
18,049
+255
| +1% | +$114K | 5.09% | 2 |
|
|
2024
Q1 | $7.49M | Buy |
17,794
+1,137
| +7% | +$478K | 4.62% | 2 |
|
|
2023
Q4 | $6.26M | Buy |
16,657
+254
| +2% | +$95.5K | 4.35% | 5 |
|
|
2023
Q3 | $5.18M | Buy |
16,403
+826
| +5% | +$261K | 4.28% | 5 |
|
|
2023
Q2 | $5.3M | Buy |
15,577
+771
| +5% | +$263K | 4.67% | 3 |
|
|
2023
Q1 | $4.27M | Buy |
14,806
+134
| +0.9% | +$38.6K | 4.32% | 6 |
|
|
2022
Q4 | $3.52M | Buy |
+14,672
| New | +$3.52M | 3.8% | 7 |
|