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 |
|