Stage Harbor Financial’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$929K Sell
1,867
-262
-12% -$130K 0.75% 20
2025
Q1
$799K Sell
2,129
-272
-11% -$102K 0.68% 20
2024
Q4
$1.01M Sell
2,401
-125
-5% -$52.7K 0.88% 18
2024
Q3
$1.05M Buy
2,526
+32
+1% +$13.3K 0.96% 18
2024
Q2
$1.11M Buy
2,494
+54
+2% +$24.1K 1.08% 16
2024
Q1
$1.03M Buy
2,440
+10
+0.4% +$4.21K 0.93% 18
2023
Q4
$914K Buy
+2,430
New +$914K 0.88% 19