Sara-Bay Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $815K | Sell |
1,639
-32
| -2% | -$15.9K | 0.29% | 32 |
|
2025
Q1 | $633K | Sell |
1,671
-57
| -3% | -$21.6K | 0.28% | 41 |
|
2024
Q4 | $734K | Buy |
1,728
+126
| +8% | +$53.5K | 0.27% | 37 |
|
2024
Q3 | $689K | Buy |
1,602
+1
| +0.1% | +$430 | 0.25% | 44 |
|
2024
Q2 | $716K | Buy |
1,601
+127
| +9% | +$56.8K | 0.29% | 41 |
|
2024
Q1 | $626K | Sell |
1,474
-220
| -13% | -$93.4K | 0.28% | 44 |
|
2023
Q4 | $637K | Buy |
1,694
+35
| +2% | +$13.2K | 0.31% | 37 |
|
2023
Q3 | $524K | Sell |
1,659
-2
| -0.1% | -$632 | 0.27% | 43 |
|
2023
Q2 | $566K | Sell |
1,661
-287
| -15% | -$97.7K | 0.28% | 41 |
|
2023
Q1 | $562K | Buy |
1,948
+103
| +6% | +$29.7K | 0.29% | 36 |
|
2022
Q4 | $442K | Sell |
1,845
-20
| -1% | -$4.79K | 0.25% | 51 |
|
2022
Q3 | $434K | Hold |
1,865
| – | – | 0.24% | 50 |
|
2022
Q2 | $482K | Sell |
1,865
-25
| -1% | -$6.46K | 0.23% | 48 |
|
2022
Q1 | $583K | Sell |
1,890
-696
| -27% | -$215K | 0.23% | 42 |
|
2021
Q4 | $870K | Buy |
2,586
+560
| +28% | +$188K | 0.26% | 33 |
|
2021
Q3 | $571K | Sell |
2,026
-13
| -0.6% | -$3.66K | 0.22% | 41 |
|
2021
Q2 | $552K | Buy |
2,039
+160
| +9% | +$43.3K | 0.21% | 43 |
|
2021
Q1 | $443K | Sell |
1,879
-273
| -13% | -$64.4K | 0.18% | 52 |
|
2020
Q4 | $479K | Hold |
2,152
| – | – | 0.22% | 42 |
|
2020
Q3 | $453K | Sell |
2,152
-3,050
| -59% | -$642K | 0.25% | 42 |
|
2020
Q2 | $1.07M | Buy |
+5,202
| New | +$1.07M | 0.61% | 22 |
|