SFO
Standard Family Office’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
616
| – | – | 0.36% | 7 |
|
|
2025
Q1 | $231K | Sell |
616
-465
| -43% | -$175K | 0.3% | 6 |
|
|
2024
Q4 | $456K | Hold |
1,081
| – | – | 0.55% | 7 |
|
|
2024
Q3 | $465K | Hold |
1,081
| – | – | 0.57% | 6 |
|
|
2024
Q2 | $483K | Hold |
1,081
| – | – | 0.62% | 6 |
|
|
2024
Q1 | $455K | Buy |
+1,081
| New | +$455K | 0.61% | 6 |
|
|
2022
Q4 | – | Sell |
-4,239
| Closed | -$987K | – | 288 |
|
|
2022
Q3 | $987K | Buy |
+4,239
| New | +$987K | 0.43% | 8 |
|
|
2021
Q4 | – | Sell |
-650
| Closed | -$183K | – | 233 |
|
|
2021
Q3 | $183K | Sell |
650
-17,569
| -96% | -$4.95M | 0.05% | 10 |
|
|
2021
Q2 | $4.94M | Buy |
18,219
+650
| +4% | +$176K | 1.02% | 6 |
|
|
2021
Q1 | $4.14M | Buy |
17,569
+216
| +1% | +$50.9K | 0.98% | 6 |
|
|
2020
Q4 | $3.86M | Buy |
+17,353
| New | +$3.86M | 0.92% | 7 |
|