Sterling Manor 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 | $945K | Buy |
1,899
+13
| +0.7% | +$6.47K | 0.63% | 17 |
|
|
2025
Q1 | $708K | Hold |
1,886
| – | – | 0.51% | 18 |
|
|
2024
Q4 | $795K | Sell |
1,886
-95
| -5% | -$40K | 0.55% | 16 |
|
|
2024
Q3 | $852K | Buy |
1,981
+41
| +2% | +$17.6K | 0.58% | 16 |
|
|
2024
Q2 | $867K | Sell |
1,940
-50
| -3% | -$22.3K | 0.66% | 15 |
|
|
2024
Q1 | $837K | Buy |
1,990
+152
| +8% | +$63.9K | 0.63% | 15 |
|
|
2023
Q4 | $691K | Sell |
1,838
-156
| -8% | -$58.7K | 0.59% | 15 |
|
|
2023
Q3 | $630K | Buy |
1,994
+634
| +47% | +$200K | 0.57% | 18 |
|
|
2023
Q2 | $463K | Buy |
1,360
+220
| +19% | +$74.9K | 0.39% | 24 |
|
|
2023
Q1 | $329K | Hold |
1,140
| – | – | 0.32% | 35 |
|
|
2022
Q4 | $273K | Sell |
1,140
-254
| -18% | -$60.9K | 0.3% | 36 |
|
|
2022
Q3 | $325K | Sell |
1,394
-896
| -39% | -$209K | 0.4% | 32 |
|
|
2022
Q2 | $588K | Sell |
2,290
-205
| -8% | -$52.6K | 0.72% | 24 |
|
|
2022
Q1 | $769K | Buy |
2,495
+31
| +1% | +$9.56K | 0.61% | 27 |
|
|
2021
Q4 | $829K | Hold |
2,464
| – | – | 0.65% | 27 |
|
|
2021
Q3 | $695K | Buy |
2,464
+12
| +0.5% | +$3.39K | 0.58% | 27 |
|
|
2021
Q2 | $664K | Sell |
2,452
-59
| -2% | -$16K | 0.53% | 32 |
|
|
2021
Q1 | $592K | Sell |
2,511
-147
| -6% | -$34.7K | 0.53% | 31 |
|
|
2020
Q4 | $591K | Buy |
+2,658
| New | +$591K | 0.55% | 33 |
|