Stiles Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63M | Buy |
17,337
+871
| +5% | +$433K | 2.98% | 4 |
|
|
2025
Q1 | $6.18M | Buy |
16,466
+591
| +4% | +$222K | 2.37% | 6 |
|
|
2024
Q4 | $6.7M | Buy |
15,875
+374
| +2% | +$158K | 2.42% | 6 |
|
|
2024
Q3 | $6.67M | Buy |
15,501
+370
| +2% | +$159K | 2.35% | 7 |
|
|
2024
Q2 | $6.76M | Buy |
15,131
+180
| +1% | +$80.5K | 2.6% | 5 |
|
|
2024
Q1 | $6.29M | Buy |
14,951
+441
| +3% | +$186K | 2.52% | 5 |
|
|
2023
Q4 | $5.46M | Buy |
14,510
+1,057
| +8% | +$398K | 2.48% | 6 |
|
|
2023
Q3 | $4.25M | Buy |
13,453
+403
| +3% | +$127K | 2.2% | 7 |
|
|
2023
Q2 | $4.44M | Sell |
13,050
-274
| -2% | -$93.3K | 2.21% | 7 |
|
|
2023
Q1 | $3.84M | Buy |
13,324
+385
| +3% | +$111K | 2.06% | 7 |
|
|
2022
Q4 | $3.1M | Sell |
12,939
-265
| -2% | -$63.6K | 1.77% | 12 |
|
|
2022
Q3 | $3.08M | Buy |
13,204
+637
| +5% | +$148K | 1.87% | 8 |
|
|
2022
Q2 | $3.23M | Sell |
12,567
-145
| -1% | -$37.2K | 1.94% | 7 |
|
|
2022
Q1 | $3.92M | Buy |
12,712
+731
| +6% | +$225K | 1.96% | 8 |
|
|
2021
Q4 | $4.05M | Buy |
+11,981
| New | +$4.05M | 1.95% | 8 |
|