Schiavi & Co’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Hold
1,419
0.24% 13
2025
Q1
$533K Sell
1,419
-59
-4% -$22.2K 0.2% 15
2024
Q4
$623K Sell
1,478
-2
-0.1% -$843 0.24% 13
2024
Q3
$637K Buy
1,480
+2
+0.1% +$861 0.23% 14
2024
Q2
$661K Buy
1,478
+878
+146% +$393K 0.26% 12
2024
Q1
$252K Buy
600
+19
+3% +$7.99K 0.1% 29
2023
Q4
$218K Buy
+581
New +$218K 0.09% 30