Strategic Financial Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
4,458
-25
| -0.6% | -$12.4K | 1.03% | 22 |
|
|
2025
Q1 | $1.68M | Sell |
4,483
-22
| -0.5% | -$8.26K | 0.89% | 20 |
|
|
2024
Q4 | $1.9M | Buy |
4,505
+792
| +21% | +$334K | 0.97% | 21 |
|
|
2024
Q3 | $1.6M | Buy |
3,713
+96
| +3% | +$41.3K | 0.82% | 22 |
|
|
2024
Q2 | $1.62M | Buy |
3,617
+1
| +0% | +$447 | 0.89% | 22 |
|
|
2024
Q1 | $1.52M | Buy |
3,616
+49
| +1% | +$20.6K | 0.84% | 23 |
|
|
2023
Q4 | $1.34M | Buy |
3,567
+301
| +9% | +$113K | 0.78% | 21 |
|
|
2023
Q3 | $1.03M | Sell |
3,266
-4
| -0.1% | -$1.26K | 0.63% | 24 |
|
|
2023
Q2 | $1.11M | Sell |
3,270
-36
| -1% | -$12.3K | 0.63% | 26 |
|
|
2023
Q1 | $953K | Sell |
3,306
-30
| -0.9% | -$8.65K | 0.58% | 28 |
|
|
2022
Q4 | $800K | Hold |
3,336
| – | – | 0.49% | 31 |
|
|
2022
Q3 | $777K | Sell |
3,336
-25
| -0.7% | -$5.82K | 0.49% | 26 |
|
|
2022
Q2 | $863K | Hold |
3,361
| – | – | 0.5% | 27 |
|
|
2022
Q1 | $1.04M | Sell |
3,361
-20
| -0.6% | -$6.17K | 0.53% | 22 |
|
|
2021
Q4 | $1.14M | Sell |
3,381
-9
| -0.3% | -$3.03K | 0.56% | 24 |
|
|
2021
Q3 | $956K | Buy |
3,390
+134
| +4% | +$37.8K | 0.51% | 25 |
|
|
2021
Q2 | $882K | Hold |
3,256
| – | – | 0.49% | 27 |
|
|
2021
Q1 | $768K | Sell |
3,256
-5
| -0.2% | -$1.18K | 0.46% | 30 |
|
|
2020
Q4 | $725K | Sell |
3,261
-20
| -0.6% | -$4.45K | 0.47% | 31 |
|
|
2020
Q3 | $690K | Buy |
3,281
+130
| +4% | +$27.3K | 0.54% | 28 |
|
|
2020
Q2 | $641K | Sell |
3,151
-20
| -0.6% | -$4.07K | 0.53% | 29 |
|
|
2020
Q1 | $500K | Sell |
3,171
-431
| -12% | -$68K | 0.53% | 34 |
|
|
2019
Q4 | $568K | Buy |
+3,602
| New | +$568K | 0.47% | 43 |
|