SFS
Sharp Financial Services’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.76M | Sell |
3,538
-391
| -10% | -$194K | 1.13% | 10 |
|
2025
Q1 | $1.47M | Buy |
3,929
+1,363
| +53% | +$512K | 1.13% | 10 |
|
2024
Q4 | $1.08M | Buy |
2,566
+157
| +7% | +$66.2K | 0.82% | 23 |
|
2024
Q3 | $1.04M | Buy |
2,409
+40
| +2% | +$17.2K | 0.8% | 23 |
|
2024
Q2 | $1.06M | Buy |
2,369
+263
| +12% | +$118K | 0.91% | 20 |
|
2024
Q1 | $886K | Sell |
2,106
-389
| -16% | -$164K | 0.82% | 21 |
|
2023
Q4 | $938K | Buy |
+2,495
| New | +$938K | 1.02% | 21 |
|