SFG
Sage Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-477
| Closed | -$201K | – | 104 |
|
|
2024
Q4 | $201K | Sell |
477
-10
| -2% | -$4.22K | 0.02% | 100 |
|
|
2024
Q3 | $210K | Sell |
487
-40
| -8% | -$17.2K | 0.02% | 103 |
|
|
2024
Q2 | $236K | Sell |
527
-50
| -9% | -$22.3K | 0.02% | 97 |
|
|
2024
Q1 | $243K | Sell |
577
-55
| -9% | -$23.1K | 0.02% | 97 |
|
|
2023
Q4 | $238K | Sell |
632
-250
| -28% | -$94K | 0.02% | 97 |
|
|
2023
Q3 | $278K | Buy |
+882
| New | +$278K | 0.03% | 87 |
|
|
2023
Q1 | – | Sell |
-942
| Closed | -$226K | – | 97 |
|
|
2022
Q4 | $226K | Hold |
942
| – | – | 0.03% | 92 |
|
|
2022
Q3 | $219K | Hold |
942
| – | – | 0.03% | 86 |
|
|
2022
Q2 | $242K | Buy |
+942
| New | +$242K | 0.03% | 81 |
|