Souders 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 | $11.9M | Buy |
24,014
+1,133
| +5% | +$564K | 1.52% | 18 |
|
|
2025
Q1 | $8.59M | Sell |
22,881
-2,372
| -9% | -$890K | 1.2% | 24 |
|
|
2024
Q4 | $10.6M | Sell |
25,253
-2,944
| -10% | -$1.24M | 1.49% | 16 |
|
|
2024
Q3 | $12.1M | Sell |
28,197
-2
| -0% | -$861 | 1.69% | 14 |
|
|
2024
Q2 | $12.6M | Buy |
28,199
+697
| +3% | +$312K | 1.9% | 13 |
|
|
2024
Q1 | $11.6M | Sell |
27,502
-1,151
| -4% | -$484K | 1.83% | 14 |
|
|
2023
Q4 | $10.8M | Sell |
28,653
-395
| -1% | -$149K | 1.84% | 13 |
|
|
2023
Q3 | $9.17M | Sell |
29,048
-1,090
| -4% | -$344K | 1.76% | 15 |
|
|
2023
Q2 | $10.3M | Sell |
30,138
-1,606
| -5% | -$547K | 1.96% | 13 |
|
|
2023
Q1 | $9.15M | Sell |
31,744
-13
| -0% | -$3.75K | 1.94% | 13 |
|
|
2022
Q4 | $7.62M | Buy |
31,757
+1,643
| +5% | +$394K | 1.74% | 13 |
|
|
2022
Q3 | $7.01M | Buy |
30,114
+972
| +3% | +$226K | 1.9% | 10 |
|
|
2022
Q2 | $7.49M | Buy |
29,142
+1,699
| +6% | +$436K | 2.15% | 9 |
|
|
2022
Q1 | $8.46M | Buy |
27,443
+4,287
| +19% | +$1.32M | 2.45% | 8 |
|
|
2021
Q4 | $7.79M | Sell |
23,156
-416
| -2% | -$140K | 2.24% | 9 |
|
|
2021
Q3 | $6.65M | Buy |
23,572
+819
| +4% | +$231K | 2.14% | 9 |
|
|
2021
Q2 | $6.16M | Buy |
22,753
+868
| +4% | +$235K | 2.08% | 10 |
|
|
2021
Q1 | $5.16M | Buy |
21,885
+1,074
| +5% | +$253K | 2.02% | 9 |
|
|
2020
Q4 | $4.63M | Buy |
20,811
+445
| +2% | +$99K | 2.02% | 9 |
|
|
2020
Q3 | $4.3M | Sell |
20,366
-688
| -3% | -$145K | 2.03% | 9 |
|
|
2020
Q2 | $4.29M | Buy |
21,054
+156
| +0.7% | +$31.8K | 2.45% | 8 |
|
|
2020
Q1 | $3.3M | Buy |
+20,898
| New | +$3.3M | 2.91% | 7 |
|