Strategic Family Wealth Counselors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
8,652
-177
| -2% | -$88K | 1.23% | 28 |
|
|
2025
Q1 | $3.31M | Buy |
8,829
+229
| +3% | +$86K | 1.08% | 30 |
|
|
2024
Q4 | $3.63M | Buy |
8,600
+920
| +12% | +$388K | 1.18% | 28 |
|
|
2024
Q3 | $3.3M | Sell |
7,680
-124
| -2% | -$53.4K | 1.16% | 28 |
|
|
2024
Q2 | $3.49M | Buy |
7,804
+528
| +7% | +$236K | 1.33% | 26 |
|
|
2024
Q1 | $3.06M | Sell |
7,276
-79
| -1% | -$33.2K | 1.21% | 26 |
|
|
2023
Q4 | $2.77M | Buy |
7,355
+296
| +4% | +$111K | 1.16% | 27 |
|
|
2023
Q3 | $2.23M | Sell |
7,059
-9
| -0.1% | -$2.84K | 1.07% | 29 |
|
|
2023
Q2 | $2.41M | Buy |
7,068
+80
| +1% | +$27.2K | 1.11% | 28 |
|
|
2023
Q1 | $2.01M | Buy |
6,988
+23
| +0.3% | +$6.63K | 0.95% | 29 |
|
|
2022
Q4 | $1.67M | Sell |
6,965
-300
| -4% | -$71.9K | 0.83% | 36 |
|
|
2022
Q3 | $1.69M | Sell |
7,265
-89
| -1% | -$20.7K | 0.83% | 29 |
|
|
2022
Q2 | $1.89M | Buy |
7,354
+78
| +1% | +$20K | 0.91% | 28 |
|
|
2022
Q1 | $2.24M | Sell |
7,276
-260
| -3% | -$80.2K | 0.9% | 28 |
|
|
2021
Q4 | $2.54M | Hold |
7,536
| – | – | 0.81% | 30 |
|
|
2021
Q3 | $2.13M | Buy |
7,536
+1,500
| +25% | +$423K | 0.73% | 30 |
|
|
2021
Q2 | $1.64M | Hold |
6,036
| – | – | 0.53% | 30 |
|
|
2021
Q1 | $1.42M | Buy |
6,036
+955
| +19% | +$225K | 0.54% | 31 |
|
|
2020
Q4 | $1.13M | Buy |
5,081
+210
| +4% | +$46.7K | 0.58% | 31 |
|
|
2020
Q3 | $1.03M | Sell |
4,871
-433
| -8% | -$91.1K | 0.58% | 30 |
|
|
2020
Q2 | $1.08M | Buy |
5,304
+1,166
| +28% | +$237K | 0.68% | 30 |
|
|
2020
Q1 | $653K | Sell |
4,138
-863
| -17% | -$136K | 0.49% | 35 |
|
|
2019
Q4 | $789K | Hold |
5,001
| – | – | 0.64% | 30 |
|
|
2019
Q3 | $695K | Buy |
5,001
+1,202
| +32% | +$167K | 0.53% | 34 |
|
|
2019
Q2 | $509K | Hold |
3,799
| – | – | 0.39% | 39 |
|
|
2019
Q1 | $448K | Buy |
3,799
+5
| +0.1% | +$590 | 0.36% | 41 |
|
|
2018
Q4 | $385K | Buy |
+3,794
| New | +$385K | 0.44% | 40 |
|