Smart Money Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
5,811
+377
| +7% | +$188K | 0.91% | 11 |
|
|
2025
Q1 | $2.04M | Buy |
5,434
+981
| +22% | +$368K | 0.69% | 14 |
|
|
2024
Q4 | $1.88M | Buy |
4,453
+139
| +3% | +$58.6K | 0.65% | 35 |
|
|
2024
Q3 | $1.75M | Buy |
4,314
+609
| +16% | +$247K | 0.63% | 36 |
|
|
2024
Q2 | $1.55M | Buy |
3,705
+120
| +3% | +$50.2K | 0.55% | 35 |
|
|
2024
Q1 | $1.4M | Buy |
3,585
+599
| +20% | +$233K | 0.54% | 36 |
|
|
2023
Q4 | $1.12M | Buy |
2,986
+353
| +13% | +$133K | 0.49% | 35 |
|
|
2023
Q3 | $831K | Buy |
2,633
+220
| +9% | +$69.5K | 0.39% | 39 |
|
|
2023
Q2 | $822K | Buy |
2,413
+121
| +5% | +$41.2K | 0.39% | 36 |
|
|
2023
Q1 | $704K | Buy |
2,292
+59
| +3% | +$18.1K | 0.35% | 31 |
|
|
2022
Q4 | $536K | Buy |
2,233
+40
| +2% | +$9.6K | 0.28% | 33 |
|
|
2022
Q3 | $511K | Buy |
2,193
+104
| +5% | +$24.2K | 0.35% | 29 |
|
|
2022
Q2 | $536K | Sell |
2,089
-45
| -2% | -$11.5K | 0.37% | 35 |
|
|
2022
Q1 | $658K | Buy |
2,134
+86
| +4% | +$26.5K | 0.44% | 36 |
|
|
2021
Q4 | $689K | Buy |
2,048
+213
| +12% | +$71.7K | 0.44% | 41 |
|
|
2021
Q3 | $517K | Buy |
1,835
+63
| +4% | +$17.8K | 0.38% | 41 |
|
|
2021
Q2 | $361K | Sell |
1,772
-26
| -1% | -$5.3K | 0.41% | 32 |
|
|
2021
Q1 | $424K | Buy |
1,798
+41
| +2% | +$9.67K | 0.35% | 44 |
|
|
2020
Q4 | $391K | Sell |
1,757
-550
| -24% | -$122K | 0.33% | 40 |
|
|
2020
Q3 | $485K | Buy |
2,307
+509
| +28% | +$107K | 0.21% | 68 |
|
|
2020
Q2 | $366K | Sell |
1,798
-46
| -2% | -$9.36K | 0.22% | 63 |
|
|
2020
Q1 | $291K | Buy |
1,844
+171
| +10% | +$27K | 0.2% | 67 |
|
|
2019
Q4 | $264K | Buy |
+1,673
| New | +$264K | 0.15% | 72 |
|