SHFA
SC&H Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36M | Buy |
16,801
+25
| +0.1% | +$12.4K | 1.43% | 16 |
|
|
2025
Q1 | $6.3M | Buy |
16,776
+103
| +0.6% | +$38.7K | 1.24% | 17 |
|
|
2024
Q4 | $7.03M | Buy |
16,673
+1,509
| +10% | +$636K | 1.45% | 17 |
|
|
2024
Q3 | $6.53M | Buy |
15,164
+398
| +3% | +$171K | 1.43% | 15 |
|
|
2024
Q2 | $6.6M | Buy |
14,766
+251
| +2% | +$112K | 1.62% | 15 |
|
|
2024
Q1 | $6.11M | Sell |
14,515
-822
| -5% | -$346K | 1.59% | 15 |
|
|
2023
Q4 | $5.77M | Buy |
15,337
+1,001
| +7% | +$376K | 1.66% | 15 |
|
|
2023
Q3 | $4.53M | Sell |
14,336
-124
| -0.9% | -$39.2K | 1.51% | 14 |
|
|
2023
Q2 | $4.92M | Sell |
14,460
-563
| -4% | -$192K | 1.63% | 14 |
|
|
2023
Q1 | $4.33M | Buy |
15,023
+1,086
| +8% | +$313K | 1.58% | 14 |
|
|
2022
Q4 | $3.34M | Sell |
13,937
-630
| -4% | -$151K | 1.38% | 16 |
|
|
2022
Q3 | $3.39M | Sell |
14,567
-1,019
| -7% | -$237K | 1.7% | 16 |
|
|
2022
Q2 | $4M | Buy |
15,586
+1,903
| +14% | +$489K | 1.87% | 15 |
|
|
2022
Q1 | $4.22M | Sell |
13,683
-409
| -3% | -$126K | 2.01% | 11 |
|
|
2021
Q4 | $4.74M | Buy |
+14,092
| New | +$4.74M | 2.62% | 8 |
|