Retirement Financial Solutions’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $314K | Buy |
631
+10
| +2% | +$4.97K | 0.19% | 34 |
|
2025
Q1 | $233K | Sell |
621
-429
| -41% | -$161K | 0.14% | 35 |
|
2024
Q4 | $443K | Buy |
1,050
+24
| +2% | +$10.1K | 0.24% | 31 |
|
2024
Q3 | $442K | Sell |
1,026
-27
| -3% | -$11.6K | 0.19% | 33 |
|
2024
Q2 | $471K | Buy |
1,053
+60
| +6% | +$26.8K | 0.22% | 33 |
|
2024
Q1 | $418K | Sell |
993
-79
| -7% | -$33.2K | 0.21% | 33 |
|
2023
Q4 | $403K | Buy |
+1,072
| New | +$403K | 0.23% | 36 |
|
2023
Q3 | – | Sell |
-1,003
| Closed | -$342K | – | 41 |
|
2023
Q2 | $342K | Buy |
1,003
+276
| +38% | +$94K | 0.23% | 26 |
|
2023
Q1 | $210K | Buy |
727
+562
| +341% | +$162K | 0.17% | 30 |
|
2022
Q4 | $39.5K | Buy |
+165
| New | +$39.5K | 0.03% | 56 |
|