SC&H Financial Advisors’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.8M	Sell	15,680 -330	-2%	-$138K	0.88%	20
2025 Q4	$7.74M	Sell	16,010 -79	-0.5%	-$39.6K	1.2%	19
2025 Q3	$8.33M	Sell	16,089 -712	-4%	-$363K	1.36%	17
2025 Q2	$8.36M	Buy	16,801 +25	+0.1%	+$10.9K	1.43%	16
2025 Q1	$6.3M	Buy	16,776 +103	+0.6%	+$42K	1.24%	17
2024 Q4	$7.03M	Buy	16,673 +1,509	+10%	+$643K	1.45%	17
2024 Q3	$6.53M	Buy	15,164 +398	+3%	+$170K	1.43%	15
2024 Q2	$6.6M	Buy	14,766 +251	+2%	+$106K	1.62%	15
2024 Q1	$6.11M	Sell	14,515 -822	-5%	-$333K	1.59%	15
2023 Q4	$5.77M	Buy	15,337 +1,001	+7%	+$356K	1.66%	15
2023 Q3	$4.53M	Sell	14,336 -124	-0.9%	-$41K	1.51%	14
2023 Q2	$4.92M	Sell	14,460 -563	-4%	-$176K	1.63%	14
2023 Q1	$4.33M	Buy	15,023 +1,086	+8%	+$277K	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%	-$269K	1.7%	16
2022 Q2	$4M	Buy	15,586 +1,903	+14%	+$516K	1.87%	15
2022 Q1	$4.22M	Sell	13,683 -409	-3%	-$123K	2.01%	11
2021 Q4	$4.74M	Buy	+14,092	New	+$4.57M	2.62%	8