SC
Stephens Consulting’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32M | Sell |
2,664
-78
| -3% | -$38.8K | 0.31% | 36 |
|
2025
Q1 | $1.03M | Sell |
2,742
-1,492
| -35% | -$560K | 0.26% | 38 |
|
2024
Q4 | $1.78M | Buy |
4,234
+178
| +4% | +$75K | 0.45% | 30 |
|
2024
Q3 | $1.75M | Sell |
4,056
-50
| -1% | -$21.5K | 0.45% | 30 |
|
2024
Q2 | $1.84M | Sell |
4,106
-548
| -12% | -$245K | 0.52% | 28 |
|
2024
Q1 | $1.96M | Sell |
4,654
-24
| -0.5% | -$10.1K | 0.6% | 23 |
|
2023
Q4 | $1.76M | Sell |
4,678
-67
| -1% | -$25.2K | 0.6% | 23 |
|
2023
Q3 | $1.5M | Buy |
4,745
+104
| +2% | +$32.8K | 0.61% | 23 |
|
2023
Q2 | $1.58M | Sell |
4,641
-75
| -2% | -$25.5K | 0.63% | 24 |
|
2023
Q1 | $1.36M | Sell |
4,716
-40
| -0.8% | -$11.5K | 0.82% | 25 |
|
2022
Q4 | $1.14M | Buy |
4,756
+200
| +4% | +$48K | 0.76% | 25 |
|
2022
Q3 | $1.06M | Buy |
4,556
+18
| +0.4% | +$4.19K | 0.95% | 21 |
|
2022
Q2 | $1.17M | Sell |
4,538
-701
| -13% | -$180K | 0.95% | 19 |
|
2022
Q1 | $1.62M | Sell |
5,239
-1,671
| -24% | -$515K | 1.32% | 15 |
|
2021
Q4 | $2.32M | Buy |
+6,910
| New | +$2.32M | 1.92% | 10 |
|