SFS
Summit Financial Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
21,360
-358
| -2% | -$178K | 0.98% | 19 |
|
|
2025
Q1 | $8.15M | Sell |
21,718
-3,150
| -13% | -$1.18M | 0.82% | 19 |
|
|
2024
Q4 | $10.5M | Sell |
24,868
-265
| -1% | -$112K | 1.16% | 18 |
|
|
2024
Q3 | $10.8M | Buy |
25,133
+1,220
| +5% | +$525K | 1.22% | 17 |
|
|
2024
Q2 | $10.7M | Sell |
23,913
-344
| -1% | -$154K | 1.33% | 17 |
|
|
2024
Q1 | $10.2M | Buy |
24,257
+325
| +1% | +$137K | 1.42% | 16 |
|
|
2023
Q4 | $9M | Sell |
23,932
-307
| -1% | -$115K | 1.38% | 16 |
|
|
2023
Q3 | $7.65M | Buy |
24,239
+55
| +0.2% | +$17.4K | 1.46% | 13 |
|
|
2023
Q2 | $8.24M | Buy |
24,184
+675
| +3% | +$230K | 1.54% | 12 |
|
|
2023
Q1 | $6.78M | Sell |
23,509
-150
| -0.6% | -$43.2K | 1.34% | 12 |
|
|
2022
Q4 | $5.67M | Sell |
23,659
-1,508
| -6% | -$362K | 1.22% | 12 |
|
|
2022
Q3 | $5.86M | Buy |
25,167
+3,028
| +14% | +$705K | 1.39% | 13 |
|
|
2022
Q2 | $5.69M | Buy |
22,139
+134
| +0.6% | +$34.4K | 1.33% | 14 |
|
|
2022
Q1 | $6.78M | Buy |
22,005
+255
| +1% | +$78.6K | 1.37% | 14 |
|
|
2021
Q4 | $7.32M | Buy |
21,750
+120
| +0.6% | +$40.4K | 1.41% | 14 |
|
|
2021
Q3 | $6.1M | Buy |
21,630
+16
| +0.1% | +$4.51K | 1.17% | 15 |
|
|
2021
Q2 | $5.86M | Buy |
21,614
+13,117
| +154% | +$3.55M | 1.16% | 15 |
|
|
2021
Q1 | $2M | Buy |
8,497
+164
| +2% | +$38.7K | 0.72% | 14 |
|
|
2020
Q4 | $1.85M | Buy |
8,333
+320
| +4% | +$71.2K | 0.64% | 17 |
|
|
2020
Q3 | $1.69M | Sell |
8,013
-87
| -1% | -$18.3K | 0.69% | 18 |
|
|
2020
Q2 | $1.65M | Sell |
8,100
-168
| -2% | -$34.2K | 0.73% | 16 |
|
|
2020
Q1 | $1.3M | Buy |
8,268
+1,459
| +21% | +$230K | 0.71% | 14 |
|
|
2019
Q4 | $1.07M | Buy |
6,809
+14
| +0.2% | +$2.21K | 0.53% | 17 |
|
|
2019
Q3 | $945K | Sell |
6,795
-131
| -2% | -$18.2K | 0.45% | 18 |
|
|
2019
Q2 | $928K | Sell |
6,926
-130
| -2% | -$17.4K | 0.45% | 16 |
|
|
2019
Q1 | $832K | Sell |
7,056
-1,961
| -22% | -$231K | 0.42% | 18 |
|
|
2018
Q4 | $916K | Sell |
9,017
-195
| -2% | -$19.8K | 0.51% | 19 |
|
|
2018
Q3 | $1.05M | Buy |
9,212
+199
| +2% | +$22.8K | 0.48% | 17 |
|
|
2018
Q2 | $889K | Buy |
9,013
+38
| +0.4% | +$3.75K | 0.43% | 17 |
|
|
2018
Q1 | $819K | Sell |
8,975
-78
| -0.9% | -$7.12K | 0.42% | 19 |
|
|
2017
Q4 | $774K | Sell |
9,053
-34
| -0.4% | -$2.91K | 0.41% | 19 |
|
|
2017
Q3 | $677K | Sell |
9,087
-1,029
| -10% | -$76.7K | 0.39% | 20 |
|
|
2017
Q2 | $697K | Buy |
10,116
+596
| +6% | +$41.1K | 0.42% | 20 |
|
|
2017
Q1 | $627K | Hold |
9,520
| – | – | 0.46% | 17 |
|
|
2016
Q4 | $592K | Buy |
9,520
+670
| +8% | +$41.7K | 0.4% | 18 |
|
|
2016
Q3 | $510K | Sell |
8,850
-5,699
| -39% | -$328K | 0.36% | 18 |
|
|
2016
Q2 | $744K | Buy |
14,549
+7,900
| +119% | +$404K | 0.55% | 17 |
|
|
2016
Q1 | $367K | Sell |
6,649
-41
| -0.6% | -$2.26K | 0.27% | 30 |
|
|
2015
Q4 | $371K | Buy |
6,690
+42
| +0.6% | +$2.33K | 0.29% | 30 |
|
|
2015
Q3 | $294K | Hold |
6,648
| – | – | 0.24% | 33 |
|
|
2015
Q2 | $293K | Buy |
6,648
+286
| +4% | +$12.6K | 0.23% | 36 |
|
|
2015
Q1 | $259K | Buy |
6,362
+165
| +3% | +$6.72K | 0.21% | 34 |
|
|
2014
Q4 | $288K | Buy |
+6,197
| New | +$288K | 0.23% | 31 |
|