RDFA
Ritter Daniher Financial Advisory’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
6,510
+51
| +0.8% | +$25.4K | 0.8% | 18 |
|
|
2025
Q1 | $2.42M | Sell |
6,459
-57
| -0.9% | -$21.4K | 0.66% | 18 |
|
|
2024
Q4 | $2.75M | Buy |
6,516
+271
| +4% | +$114K | 0.78% | 20 |
|
|
2024
Q3 | $2.69M | Sell |
6,245
-496
| -7% | -$213K | 0.78% | 18 |
|
|
2024
Q2 | $3.01M | Buy |
6,741
+33
| +0.5% | +$14.7K | 0.96% | 15 |
|
|
2024
Q1 | $2.82M | Buy |
6,708
+23
| +0.3% | +$9.68K | 0.93% | 16 |
|
|
2023
Q4 | $2.51M | Sell |
6,685
-239
| -3% | -$89.9K | 0.93% | 13 |
|
|
2023
Q3 | $2.19M | Buy |
6,924
+90
| +1% | +$28.4K | 0.92% | 14 |
|
|
2023
Q2 | $2.33M | Sell |
6,834
-340
| -5% | -$116K | 0.96% | 14 |
|
|
2023
Q1 | $2.07M | Buy |
7,174
+1,652
| +30% | +$476K | 0.91% | 15 |
|
|
2022
Q4 | $1.32M | Buy |
5,522
+965
| +21% | +$231K | 0.63% | 15 |
|
|
2022
Q3 | $1.06M | Buy |
4,557
+51
| +1% | +$11.9K | 0.76% | 17 |
|
|
2022
Q2 | $1.16M | Buy |
4,506
+241
| +6% | +$61.9K | 0.82% | 16 |
|
|
2022
Q1 | $1.32M | Buy |
4,265
+163
| +4% | +$50.3K | 0.91% | 14 |
|
|
2021
Q4 | $1.38M | Buy |
4,102
+397
| +11% | +$134K | 0.92% | 14 |
|
|
2021
Q3 | $1.05M | Buy |
3,705
+10
| +0.3% | +$2.82K | 0.76% | 17 |
|
|
2021
Q2 | $1M | Buy |
3,695
+293
| +9% | +$79.4K | 0.74% | 17 |
|
|
2021
Q1 | $802K | Hold |
3,402
| – | – | 0.64% | 18 |
|
|
2020
Q4 | $757K | Buy |
+3,402
| New | +$757K | 0.66% | 20 |
|