Seneca Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
3,482
-1
| -0% | -$497 | 0.67% | 24 |
|
|
2025
Q1 | $1.31M | Sell |
3,483
-75
| -2% | -$28.2K | 0.63% | 27 |
|
|
2024
Q4 | $1.5M | Hold |
3,558
| – | – | 0.74% | 22 |
|
|
2024
Q3 | $1.53M | Sell |
3,558
-176
| -5% | -$75.7K | 0.74% | 24 |
|
|
2024
Q2 | $1.67M | Buy |
3,734
+78
| +2% | +$34.9K | 0.86% | 20 |
|
|
2024
Q1 | $1.54M | Sell |
3,656
-34
| -0.9% | -$14.3K | 0.82% | 24 |
|
|
2023
Q4 | $1.39M | Sell |
3,690
-4
| -0.1% | -$1.5K | 0.81% | 26 |
|
|
2023
Q3 | $1.17M | Sell |
3,694
-98
| -3% | -$30.9K | 0.8% | 23 |
|
|
2023
Q2 | $1.29M | Sell |
3,792
-178
| -4% | -$60.6K | 0.86% | 22 |
|
|
2023
Q1 | $1.14M | Buy |
3,970
+935
| +31% | +$270K | 0.74% | 24 |
|
|
2022
Q4 | $728K | Sell |
3,035
-15
| -0.5% | -$3.6K | 0.46% | 27 |
|
|
2022
Q3 | $710K | Buy |
3,050
+16
| +0.5% | +$3.73K | 0.51% | 26 |
|
|
2022
Q2 | $779K | Sell |
3,034
-3
| -0.1% | -$771 | 0.52% | 29 |
|
|
2022
Q1 | $936K | Sell |
3,037
-49
| -2% | -$15.1K | 0.57% | 27 |
|
|
2021
Q4 | $1.04M | Buy |
3,086
+1,824
| +145% | +$613K | 0.61% | 24 |
|
|
2021
Q3 | $356K | Buy |
1,262
+5
| +0.4% | +$1.41K | 0.24% | 31 |
|
|
2021
Q2 | $341K | Sell |
1,257
-54
| -4% | -$14.6K | 0.22% | 33 |
|
|
2021
Q1 | $309K | Buy |
1,311
+108
| +9% | +$25.5K | 0.22% | 33 |
|
|
2020
Q4 | $268K | Buy |
+1,203
| New | +$268K | 0.2% | 34 |
|