ROI Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.08M | Sell |
16,253
-598
| -4% | -$297K | 5.14% | 6 |
|
|
2025
Q1 | $6.33M | Sell |
16,851
-240
| -1% | -$90.1K | 4.6% | 6 |
|
|
2024
Q4 | $7.2M | Buy |
17,091
+142
| +0.8% | +$59.9K | 4.91% | 6 |
|
|
2024
Q3 | $7.29M | Buy |
16,949
+340
| +2% | +$146K | 5.04% | 5 |
|
|
2024
Q2 | $7.46M | Sell |
16,609
-53
| -0.3% | -$23.8K | 5.41% | 5 |
|
|
2024
Q1 | $7.01M | Sell |
16,662
-1,192
| -7% | -$501K | 5.51% | 5 |
|
|
2023
Q4 | $6.71M | Buy |
+17,854
| New | +$6.71M | 5.56% | 4 |
|