SHFP
Second Half Financial Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
2,946
-240
| -8% | -$119K | 0.69% | 20 |
|
|
2025
Q1 | $1.2M | Buy |
3,186
+51
| +2% | +$19.1K | 0.59% | 25 |
|
|
2024
Q4 | $1.32M | Sell |
3,135
-9
| -0.3% | -$3.79K | 0.65% | 32 |
|
|
2024
Q3 | $1.35M | Buy |
+3,144
| New | +$1.35M | 0.72% | 37 |
|
|
2024
Q2 | – | Sell |
-1,125
| Closed | -$473K | – | 58 |
|
|
2024
Q1 | $473K | Buy |
1,125
+143
| +15% | +$60.1K | 0.21% | 45 |
|
|
2023
Q4 | $369K | Sell |
982
-34
| -3% | -$12.8K | 0.18% | 36 |
|
|
2023
Q3 | $321K | Sell |
1,016
-11,851
| -92% | -$3.74M | 0.16% | 33 |
|
|
2023
Q2 | $4.38M | Buy |
12,867
+11,840
| +1,153% | +$4.03M | 1% | 23 |
|
|
2023
Q1 | $296K | Sell |
1,027
-70
| -6% | -$20.2K | 0.18% | 31 |
|
|
2022
Q4 | $272K | Sell |
1,097
-5
| -0.5% | -$1.24K | 0.18% | 36 |
|
|
2022
Q3 | $257K | Sell |
1,102
-12,382
| -92% | -$2.89M | 0.32% | 32 |
|
|
2022
Q2 | $3.18M | Hold |
13,484
| – | – | 2.45% | 24 |
|
|
2022
Q1 | $3.18M | Buy |
+13,484
| New | +$3.18M | 2.45% | 24 |
|