Security National Bank’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Sell |
48,692
-395
| -0.8% | -$196K | 4.19% | 4 |
|
|
2025
Q1 | $18.4M | Buy |
49,087
+5,123
| +12% | +$1.92M | 3.48% | 6 |
|
|
2024
Q4 | $18.5M | Sell |
43,964
-108
| -0.2% | -$45.5K | 2.64% | 8 |
|
|
2024
Q3 | $19M | Sell |
44,072
-58
| -0.1% | -$25K | 2.58% | 8 |
|
|
2024
Q2 | $19.7M | Sell |
44,130
-251
| -0.6% | -$112K | 2.86% | 8 |
|
|
2024
Q1 | $18.7M | Buy |
44,381
+10
| +0% | +$4.21K | 2.83% | 8 |
|
|
2023
Q4 | $16.7M | Sell |
44,371
-149
| -0.3% | -$56K | 3.77% | 6 |
|
|
2023
Q3 | $14M | Sell |
44,520
-862
| -2% | -$270K | 3.92% | 5 |
|
|
2023
Q2 | $15.5M | Sell |
45,382
-1,361
| -3% | -$463K | 3.94% | 4 |
|
|
2023
Q1 | $13.5M | Sell |
46,743
-2,270
| -5% | -$654K | 3.6% | 4 |
|
|
2022
Q4 | $11.8M | Sell |
49,013
-1,021
| -2% | -$245K | 3.17% | 5 |
|
|
2022
Q3 | $11.7M | Sell |
50,034
-403
| -0.8% | -$93.9K | 3.25% | 5 |
|
|
2022
Q2 | $13M | Sell |
50,437
-1,247
| -2% | -$320K | 3.6% | 4 |
|
|
2022
Q1 | $15.9M | Sell |
51,684
-560
| -1% | -$173K | 3.64% | 4 |
|
|
2021
Q4 | $17.6M | Sell |
52,244
-1,057
| -2% | -$355K | 3.98% | 4 |
|
|
2021
Q3 | $15M | Buy |
53,301
+1,065
| +2% | +$300K | 3.77% | 4 |
|
|
2021
Q2 | $14.2M | Buy |
52,236
+215
| +0.4% | +$58.2K | 3.73% | 4 |
|
|
2021
Q1 | $12.3M | Buy |
52,021
+550
| +1% | +$130K | 3.61% | 4 |
|
|
2020
Q4 | $11.4M | Sell |
51,471
-1,913
| -4% | -$425K | 3.64% | 4 |
|
|
2020
Q3 | $11.2M | Buy |
53,384
+595
| +1% | +$125K | 3.91% | 5 |
|
|
2020
Q2 | $10.7M | Buy |
52,789
+879
| +2% | +$179K | 4.44% | 4 |
|
|
2020
Q1 | $8.19M | Buy |
51,910
+182
| +0.4% | +$28.7K | 4.3% | 4 |
|
|
2019
Q4 | $8.16M | Sell |
51,728
-609
| -1% | -$96K | 3.64% | 3 |
|
|
2019
Q3 | $7.28M | Buy |
52,337
+400
| +0.8% | +$55.6K | 3.43% | 3 |
|
|
2019
Q2 | $6.96M | Buy |
51,937
+301
| +0.6% | +$40.3K | 3.44% | 3 |
|
|
2019
Q1 | $6.09M | Buy |
51,636
+2,725
| +6% | +$321K | 3.16% | 4 |
|
|
2018
Q4 | $4.97M | Buy |
48,911
+2,320
| +5% | +$236K | 3.1% | 3 |
|
|
2018
Q3 | $5.33M | Buy |
46,591
+1,936
| +4% | +$221K | 2.95% | 8 |
|
|
2018
Q2 | $4.4M | Sell |
44,655
-644
| -1% | -$63.5K | 2.8% | 7 |
|
|
2018
Q1 | $4.13M | Sell |
45,299
-2,502
| -5% | -$228K | 2.77% | 6 |
|
|
2017
Q4 | $4.09M | Sell |
47,801
-859
| -2% | -$73.5K | 2.66% | 7 |
|
|
2017
Q3 | $3.63M | Sell |
48,660
-145
| -0.3% | -$10.8K | 2.48% | 8 |
|
|
2017
Q2 | $3.36M | Buy |
48,805
+5,186
| +12% | +$357K | 2.45% | 9 |
|
|
2017
Q1 | $2.87M | Buy |
+43,619
| New | +$2.87M | 2.15% | 12 |
|