Roth 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 | $544K | Hold |
1,094
| – | – | 0.2% | 21 |
|
|
2025
Q1 | $411K | Hold |
1,094
| – | – | 0.16% | 23 |
|
|
2024
Q4 | $461K | Hold |
1,094
| – | – | 0.18% | 23 |
|
|
2024
Q3 | $471K | Hold |
1,094
| – | – | 0.19% | 20 |
|
|
2024
Q2 | $489K | Hold |
1,094
| – | – | 0.21% | 20 |
|
|
2024
Q1 | $460K | Hold |
1,094
| – | – | 0.2% | 19 |
|
|
2023
Q4 | $411K | Buy |
1,094
+594
| +119% | +$223K | 0.21% | 19 |
|
|
2023
Q3 | $158K | Hold |
500
| – | – | 0.1% | 25 |
|
|
2023
Q2 | $170K | Hold |
500
| – | – | 0.11% | 23 |
|
|
2023
Q1 | $144K | Hold |
500
| – | – | 0.1% | 23 |
|
|
2022
Q4 | $120K | Hold |
500
| – | – | 0.09% | 21 |
|
|
2022
Q3 | $116K | Hold |
500
| – | – | 0.09% | 25 |
|
|
2022
Q2 | $128K | Hold |
500
| – | – | 0.1% | 25 |
|
|
2022
Q1 | $154K | Hold |
500
| – | – | 0.11% | 29 |
|
|
2021
Q4 | $168K | Hold |
500
| – | – | 0.12% | 23 |
|
|
2021
Q3 | $141K | Hold |
500
| – | – | 0.11% | 24 |
|
|
2021
Q2 | $135K | Hold |
500
| – | – | 0.1% | 22 |
|
|
2021
Q1 | $118K | Buy |
+500
| New | +$118K | 0.1% | 21 |
|