SHJ
Sharkey, Howes & Javer’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
6,354
-150
| -2% | -$74.6K | 0.42% | 47 |
|
|
2025
Q1 | $2.44M | Sell |
6,504
-263
| -4% | -$98.7K | 0.35% | 59 |
|
|
2024
Q4 | $2.85M | Buy |
6,767
+263
| +4% | +$111K | 0.4% | 50 |
|
|
2024
Q3 | $2.8M | Sell |
6,504
-143
| -2% | -$61.5K | 0.4% | 49 |
|
|
2024
Q2 | $2.97M | Buy |
6,647
+1
| +0% | +$447 | 0.48% | 40 |
|
|
2024
Q1 | $2.8M | Buy |
6,646
+49
| +0.7% | +$20.6K | 0.46% | 40 |
|
|
2023
Q4 | $2.48M | Buy |
6,597
+106
| +2% | +$39.9K | 0.44% | 36 |
|
|
2023
Q3 | $2.05M | Buy |
6,491
+1
| +0% | +$316 | 0.39% | 42 |
|
|
2023
Q2 | $2.21M | Sell |
6,490
-46
| -0.7% | -$15.7K | 0.42% | 36 |
|
|
2023
Q1 | $1.88M | Sell |
6,536
-185
| -3% | -$53.3K | 0.4% | 35 |
|
|
2022
Q4 | $1.61M | Buy |
6,721
+1
| +0% | +$240 | 0.37% | 40 |
|
|
2022
Q3 | $1.57M | Sell |
6,720
-1,298
| -16% | -$302K | 0.34% | 44 |
|
|
2022
Q2 | $2.06M | Sell |
8,018
-899
| -10% | -$231K | 0.5% | 33 |
|
|
2022
Q1 | $2.75M | Sell |
8,917
-8
| -0.1% | -$2.47K | 0.63% | 29 |
|
|
2021
Q4 | $3M | Buy |
8,925
+11
| +0.1% | +$3.7K | 0.68% | 28 |
|
|
2021
Q3 | $2.51M | Buy |
8,914
+446
| +5% | +$126K | 0.65% | 28 |
|
|
2021
Q2 | $2.29M | Sell |
8,468
-74
| -0.9% | -$20K | 0.61% | 27 |
|
|
2021
Q1 | $2.01M | Sell |
8,542
-53
| -0.6% | -$12.5K | 0.63% | 27 |
|
|
2020
Q4 | $1.91M | Sell |
8,595
-869
| -9% | -$193K | 0.64% | 26 |
|
|
2020
Q3 | $1.99M | Buy |
9,464
+1,901
| +25% | +$400K | 0.76% | 26 |
|
|
2020
Q2 | $1.54M | Buy |
7,563
+2
| +0% | +$407 | 0.68% | 27 |
|
|
2020
Q1 | $1.19M | Buy |
7,561
+2
| +0% | +$315 | 0.62% | 30 |
|
|
2019
Q4 | $1.19M | Buy |
7,559
+2
| +0% | +$315 | 0.5% | 34 |
|
|
2019
Q3 | $1.05M | Buy |
7,557
+18
| +0.2% | +$2.5K | 0.45% | 34 |
|
|
2019
Q2 | $1.01M | Buy |
7,539
+172
| +2% | +$23K | 0.46% | 31 |
|
|
2019
Q1 | $869K | Buy |
7,367
+453
| +7% | +$53.4K | 0.41% | 32 |
|
|
2018
Q4 | $702K | Sell |
6,914
-448
| -6% | -$45.5K | 0.46% | 25 |
|
|
2018
Q3 | $842K | Buy |
7,362
+2
| +0% | +$229 | 0.44% | 20 |
|
|
2018
Q2 | $726K | Buy |
7,360
+2
| +0% | +$197 | 0.4% | 19 |
|
|
2018
Q1 | $671K | Buy |
7,358
+2
| +0% | +$182 | 0.38% | 17 |
|
|
2017
Q4 | $629K | Sell |
7,356
-6
| -0.1% | -$513 | 0.37% | 18 |
|
|
2017
Q3 | $562K | Buy |
7,362
+223
| +3% | +$17K | 0.3% | 19 |
|
|
2017
Q2 | $492K | Buy |
7,139
+3
| +0% | +$207 | 0.28% | 19 |
|
|
2017
Q1 | $470K | Buy |
7,136
+3
| +0% | +$198 | 0.25% | 23 |
|
|
2016
Q4 | $443K | Buy |
7,133
+12
| +0.2% | +$745 | 0.27% | 23 |
|
|
2016
Q3 | $410K | Buy |
7,121
+3
| +0% | +$173 | 0.25% | 23 |
|
|
2016
Q2 | $364K | Buy |
7,118
+4
| +0.1% | +$205 | 0.23% | 25 |
|
|
2016
Q1 | $393K | Buy |
7,114
+4
| +0.1% | +$221 | 0.29% | 25 |
|
|
2015
Q4 | $394K | Buy |
7,110
+3
| +0% | +$166 | 0.27% | 27 |
|
|
2015
Q3 | $309K | Buy |
7,107
+4
| +0.1% | +$174 | 0.24% | 29 |
|
|
2015
Q2 | $314K | Sell |
7,103
-141
| -2% | -$6.23K | 0.24% | 20 |
|
|
2015
Q1 | $295K | Buy |
+7,244
| New | +$295K | 0.19% | 31 |
|