SFP
Sandbox Financial Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
39,867
-76
| -0.2% | -$37.8K | 6.25% | 3 |
|
|
2025
Q1 | $15M | Sell |
39,943
-1,234
| -3% | -$463K | 5.29% | 3 |
|
|
2024
Q4 | $17.4M | Buy |
41,177
+462
| +1% | +$195K | 5.79% | 3 |
|
|
2024
Q3 | $17.5M | Sell |
40,715
-430
| -1% | -$185K | 6.2% | 3 |
|
|
2024
Q2 | $18.4M | Buy |
41,145
+3,840
| +10% | +$1.72M | 7.05% | 3 |
|
|
2024
Q1 | $15.7M | Buy |
37,305
+1,952
| +6% | +$821K | 6.59% | 3 |
|
|
2023
Q4 | $13.3M | Buy |
35,353
+1,126
| +3% | +$423K | 6.24% | 3 |
|
|
2023
Q3 | $10.8M | Buy |
34,227
+397
| +1% | +$125K | 5.71% | 4 |
|
|
2023
Q2 | $11.5M | Buy |
33,830
+770
| +2% | +$262K | 6.02% | 3 |
|
|
2023
Q1 | $9.53M | Sell |
33,060
-568
| -2% | -$164K | 5.75% | 4 |
|
|
2022
Q4 | $8.06M | Sell |
33,628
-349
| -1% | -$83.7K | 5.58% | 4 |
|
|
2022
Q3 | $7.91M | Sell |
33,977
-922
| -3% | -$215K | 5.79% | 5 |
|
|
2022
Q2 | $8.96M | Buy |
34,899
+51
| +0.1% | +$13.1K | 6.39% | 4 |
|
|
2022
Q1 | $10.7M | Buy |
34,848
+791
| +2% | +$244K | 6.14% | 4 |
|
|
2021
Q4 | $11.5M | Buy |
34,057
+1,696
| +5% | +$570K | 7.19% | 4 |
|
|
2021
Q3 | $9.12M | Buy |
32,361
+1,765
| +6% | +$498K | 6.51% | 4 |
|
|
2021
Q2 | $8.29M | Buy |
30,596
+506
| +2% | +$137K | 6.17% | 6 |
|
|
2021
Q1 | $7.46M | Buy |
30,090
+2,237
| +8% | +$554K | 6.08% | 6 |
|
|
2020
Q4 | $6.2M | Buy |
+27,853
| New | +$6.2M | 5.66% | 5 |
|