Safeguard Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.17M | Buy |
8,457
+30
| +0.4% | +$11.3K | 0.7% | 17 |
|
|
2024
Q4 | $3.55M | Buy |
8,427
+331
| +4% | +$140K | 0.77% | 15 |
|
|
2024
Q3 | $3.48M | Buy |
8,096
+845
| +12% | +$364K | 0.82% | 12 |
|
|
2024
Q2 | $3.24M | Buy |
7,251
+560
| +8% | +$250K | 0.9% | 13 |
|
|
2024
Q1 | $2.82M | Buy |
6,691
+1,476
| +28% | +$621K | 0.92% | 13 |
|
|
2023
Q4 | $1.96M | Buy |
5,215
+254
| +5% | +$95.5K | 0.74% | 17 |
|
|
2023
Q3 | $1.57M | Buy |
4,961
+2,224
| +81% | +$702K | 0.76% | 19 |
|
|
2023
Q2 | $932K | Sell |
2,737
-206
| -7% | -$70.1K | 0.45% | 26 |
|
|
2023
Q1 | $849K | Buy |
2,943
+938
| +47% | +$271K | 0.52% | 30 |
|
|
2022
Q4 | $481K | Buy |
2,005
+262
| +15% | +$62.9K | 0.34% | 41 |
|
|
2022
Q3 | $406K | Buy |
+1,743
| New | +$406K | 0.38% | 38 |
|