Seamount Financial Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.44M Buy
8,919
+2,799
+46% +$1.39M 2.28% 9
2025
Q1
$2.3M Buy
6,120
+355
+6% +$133K 1.56% 20
2024
Q4
$2.43M Buy
5,765
+155
+3% +$65.3K 1.68% 17
2024
Q3
$2.41M Sell
5,610
-424
-7% -$182K 1.82% 18
2024
Q2
$2.7M Buy
6,034
+844
+16% +$377K 2.2% 11
2024
Q1
$2.18M Buy
5,190
+222
+4% +$93.4K 1.91% 17
2023
Q4
$1.87M Buy
+4,968
New +$1.87M 1.79% 19