Santori & Peters Inc’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
3,966
+1
+0% +$497 0.71% 17
2025
Q1
$1.49M Buy
3,965
+113
+3% +$42.4K 0.6% 18
2024
Q4
$1.62M Buy
3,852
+1
+0% +$421 0.62% 18
2024
Q3
$1.66M Sell
3,851
-116
-3% -$49.9K 0.66% 18
2024
Q2
$1.77M Sell
3,967
-222
-5% -$99.2K 0.76% 18
2024
Q1
$1.76M Hold
4,189
0.76% 17
2023
Q4
$1.58M Buy
4,189
+1
+0% +$376 0.75% 19
2023
Q3
$1.32M Buy
4,188
+1
+0% +$316 0.71% 19
2023
Q2
$1.43M Buy
4,187
+1
+0% +$341 0.71% 18
2023
Q1
$1.21M Buy
4,186
+2
+0% +$577 0.65% 20
2022
Q4
$1M Sell
4,184
-42
-1% -$10.1K 0.59% 20
2022
Q3
$984K Buy
4,226
+110
+3% +$25.6K 0.66% 19
2022
Q2
$1.06M Buy
4,116
+1
+0% +$257 0.68% 20
2022
Q1
$1.27M Buy
4,115
+249
+6% +$76.7K 0.72% 18
2021
Q4
$1.3M Sell
3,866
-9
-0.2% -$3.03K 0.69% 19
2021
Q3
$1.09M Buy
3,875
+1
+0% +$282 0.62% 20
2021
Q2
$1.05M Buy
3,874
+1
+0% +$271 0.59% 20
2021
Q1
$913K Buy
3,873
+2
+0.1% +$471 0.54% 23
2020
Q4
$850K Buy
3,871
+1
+0% +$220 0.48% 24
2020
Q3
$814K Sell
3,870
-198
-5% -$41.6K 0.54% 24
2020
Q2
$828K Buy
4,068
+2
+0% +$407 0.64% 21
2020
Q1
$641K Buy
4,066
+300
+8% +$47.3K 0.56% 21
2019
Q4
$594K Buy
3,766
+3
+0.1% +$473 0.39% 34
2019
Q3
$523K Buy
3,763
+13
+0.3% +$1.81K 0.38% 33
2019
Q2
$502K Buy
3,750
+413
+12% +$55.3K 0.37% 38
2019
Q1
$393K Sell
3,337
-370
-10% -$43.6K 0.33% 31
2018
Q4
$376K Buy
3,707
+421
+13% +$42.7K 0.33% 40
2018
Q3
$375K Buy
3,286
+425
+15% +$48.5K 0.29% 34
2018
Q2
$282K Buy
2,861
+133
+5% +$13.1K 0.25% 36
2018
Q1
$249K Sell
2,728
-243
-8% -$22.2K 0.23% 43
2017
Q4
$261K Buy
+2,971
New +$261K 0.24% 42