SFA
Source Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.13M | Sell |
9,593
-53
| -0.5% | -$22.8K | 1.22% | 19 |
|
|
2024
Q2 | $4.31M | Sell |
9,646
-589
| -6% | -$263K | 1.33% | 17 |
|
|
2024
Q1 | $4.31M | Sell |
10,235
-492
| -5% | -$207K | 1.31% | 16 |
|
|
2023
Q4 | $4.03M | Buy |
10,727
+32
| +0.3% | +$12K | 1.25% | 18 |
|
|
2023
Q3 | $3.38M | Buy |
10,695
+22
| +0.2% | +$6.95K | 1.14% | 19 |
|
|
2023
Q2 | $3.63M | Buy |
10,673
+443
| +4% | +$151K | 1.19% | 18 |
|
|
2023
Q1 | $2.95M | Sell |
10,230
-1,843
| -15% | -$531K | 0.99% | 20 |
|
|
2022
Q4 | $2.9M | Buy |
12,073
+3,736
| +45% | +$896K | 1.09% | 20 |
|
|
2022
Q3 | $1.94M | Buy |
8,337
+913
| +12% | +$213K | 0.77% | 33 |
|
|
2022
Q2 | $1.91M | Sell |
7,424
-47
| -0.6% | -$12.1K | 0.75% | 35 |
|
|
2022
Q1 | $2.3M | Buy |
7,471
+781
| +12% | +$241K | 0.68% | 31 |
|
|
2021
Q4 | $2.25M | Sell |
6,690
-726
| -10% | -$244K | 0.61% | 35 |
|
|
2021
Q3 | $2.09M | Buy |
7,416
+41
| +0.6% | +$11.6K | 0.54% | 35 |
|
|
2021
Q2 | $2M | Sell |
7,375
-110
| -1% | -$29.8K | 0.51% | 34 |
|
|
2021
Q1 | $1.77M | Buy |
7,485
+291
| +4% | +$68.6K | 0.47% | 35 |
|
|
2020
Q4 | $1.6M | Buy |
+7,194
| New | +$1.6M | 0.43% | 35 |
|