SN
Sittner & Nelson’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.4M | Buy |
20,978
+57
| +0.3% | +$28.4K | 4.2% | 3 |
|
2025
Q1 | $7.85M | Buy |
20,921
+62
| +0.3% | +$23.3K | 3.35% | 3 |
|
2024
Q4 | $8.79M | Sell |
20,859
-136
| -0.6% | -$57.3K | 3.81% | 3 |
|
2024
Q3 | $9.03M | Sell |
20,995
-54
| -0.3% | -$23.2K | 4.04% | 3 |
|
2024
Q2 | $9.41M | Sell |
21,049
-151
| -0.7% | -$67.5K | 4.63% | 3 |
|
2024
Q1 | $8.92M | Sell |
21,200
-607
| -3% | -$255K | 4.49% | 3 |
|
2023
Q4 | $8.2M | Sell |
21,807
-136
| -0.6% | -$51.1K | 4.38% | 3 |
|
2023
Q3 | $6.93M | Buy |
21,943
+71
| +0.3% | +$22.4K | 3.99% | 3 |
|
2023
Q2 | $7.45M | Sell |
21,872
-238
| -1% | -$81.1K | 4.09% | 3 |
|
2023
Q1 | $6.37M | Buy |
22,110
+1,078
| +5% | +$311K | 3.66% | 3 |
|
2022
Q4 | $5.04M | Buy |
21,032
+611
| +3% | +$147K | 3.08% | 3 |
|
2022
Q3 | $4.76M | Buy |
20,421
+516
| +3% | +$120K | 3.19% | 3 |
|
2022
Q2 | $5.11M | Buy |
19,905
+4,015
| +25% | +$1.03M | 3.34% | 3 |
|
2022
Q1 | $4.9M | Buy |
15,890
+57
| +0.4% | +$17.6K | 2.84% | 3 |
|
2021
Q4 | $5.33M | Buy |
15,833
+497
| +3% | +$167K | 3.1% | 3 |
|
2021
Q3 | $4.32M | Sell |
15,336
-9
| -0.1% | -$2.54K | 2.79% | 5 |
|
2021
Q2 | $4.16M | Sell |
15,345
-50
| -0.3% | -$13.5K | 2.93% | 4 |
|
2021
Q1 | $3.63M | Buy |
15,395
+136
| +0.9% | +$32.1K | 2.71% | 4 |
|
2020
Q4 | $3.39M | Buy |
+15,259
| New | +$3.39M | 3.04% | 4 |
|