QFA
Quantum Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Sell |
14,703
-450
| -3% | -$224K | 0.99% | 22 |
|
|
2025
Q1 | $5.69M | Sell |
15,153
-637
| -4% | -$239K | 0.85% | 23 |
|
|
2024
Q4 | $6.66M | Buy |
15,790
+504
| +3% | +$212K | 1.01% | 20 |
|
|
2024
Q3 | $6.58M | Buy |
15,286
+1,731
| +13% | +$745K | 1.03% | 19 |
|
|
2024
Q2 | $6.06M | Buy |
13,555
+70
| +0.5% | +$31.3K | 1.06% | 19 |
|
|
2024
Q1 | $5.67M | Buy |
13,485
+26
| +0.2% | +$10.9K | 1.04% | 20 |
|
|
2023
Q4 | $5.06M | Sell |
13,459
-490
| -4% | -$184K | 1.23% | 18 |
|
|
2023
Q3 | $4.4M | Buy |
13,949
+718
| +5% | +$227K | 1.29% | 16 |
|
|
2023
Q2 | $4.51M | Hold |
13,231
| – | – | 1.33% | 16 |
|
|
2023
Q1 | $3.81M | Hold |
13,231
| – | – | 1.2% | 18 |
|
|
2022
Q4 | $3.17M | Buy |
13,231
+27
| +0.2% | +$6.48K | 1.43% | 15 |
|
|
2022
Q3 | $3.08M | Buy |
13,204
+4
| +0% | +$932 | 1.36% | 13 |
|
|
2022
Q2 | $3.82M | Buy |
+13,200
| New | +$3.82M | 1.43% | 13 |
|