SHFA
SS&H Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
42,428
-1,442
| -3% | -$717K | 7.05% | 3 |
|
|
2025
Q1 | $16.5M | Sell |
43,870
-916
| -2% | -$344K | 6.14% | 3 |
|
|
2024
Q4 | $18.9M | Buy |
44,786
+101
| +0.2% | +$42.6K | 6.88% | 4 |
|
|
2024
Q3 | $19.2M | Buy |
44,685
+3,663
| +9% | +$1.58M | 7% | 2 |
|
|
2024
Q2 | $18.3M | Buy |
41,022
+1,370
| +3% | +$612K | 7.16% | 2 |
|
|
2024
Q1 | $16.7M | Sell |
39,652
-675
| -2% | -$284K | 6.95% | 2 |
|
|
2023
Q4 | $15.2M | Sell |
40,327
-150
| -0.4% | -$56.4K | 6.43% | 3 |
|
|
2023
Q3 | $12.8M | Buy |
+40,477
| New | +$12.8M | 5.98% | 3 |
|
|
2023
Q1 | $12.5M | Buy |
43,201
+1,067
| +3% | +$308K | 5.71% | 3 |
|
|
2022
Q4 | $10.1M | Sell |
42,134
-2,475
| -6% | -$594K | 4.81% | 4 |
|
|
2022
Q3 | $10.4M | Sell |
44,609
-1,500
| -3% | -$349K | 5.37% | 3 |
|
|
2022
Q2 | $11.8M | Sell |
46,109
-697
| -1% | -$179K | 5.47% | 2 |
|
|
2022
Q1 | $14.4M | Buy |
+46,806
| New | +$14.4M | 5.64% | 2 |
|