Root Financial Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
25,057
+961
| +4% | +$478K | 1.2% | 18 |
|
|
2025
Q1 | $9.05M | Buy |
24,096
+8,087
| +51% | +$3.04M | 0.97% | 20 |
|
|
2024
Q4 | $6.75M | Buy |
16,009
+3,420
| +27% | +$1.44M | 0.84% | 17 |
|
|
2024
Q3 | $5.42M | Buy |
12,589
+5,715
| +83% | +$2.46M | 0.87% | 17 |
|
|
2024
Q2 | $3.07M | Buy |
6,874
+46
| +0.7% | +$20.6K | 0.72% | 19 |
|
|
2024
Q1 | $2.87M | Buy |
6,828
+1,346
| +25% | +$566K | 0.85% | 19 |
|
|
2023
Q4 | $2.06M | Buy |
5,482
+4,355
| +386% | +$1.64M | 0.77% | 17 |
|
|
2023
Q3 | $356K | Sell |
1,127
-447
| -28% | -$141K | 0.19% | 51 |
|
|
2023
Q2 | $536K | Buy |
1,574
+399
| +34% | +$136K | 0.32% | 38 |
|
|
2023
Q1 | $339K | Buy |
+1,175
| New | +$339K | 0.24% | 47 |
|