Sweet Financial Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.69M | Sell |
15,536
-202
| -1% | -$86.9K | 1.45% | 14 |
|
|
2024
Q2 | $7.03M | Buy |
15,738
+315
| +2% | +$141K | 1.61% | 13 |
|
|
2024
Q1 | $6.49M | Buy |
15,423
+249
| +2% | +$105K | 1.5% | 14 |
|
|
2023
Q4 | $5.71M | Buy |
15,174
+1,157
| +8% | +$435K | 1.36% | 14 |
|
|
2023
Q3 | $4.43M | Buy |
14,017
+716
| +5% | +$226K | 1.17% | 15 |
|
|
2023
Q2 | $4.53M | Buy |
13,301
+961
| +8% | +$327K | 1.18% | 15 |
|
|
2023
Q1 | $3.56M | Buy |
12,340
+346
| +3% | +$99.8K | 0.98% | 16 |
|
|
2022
Q4 | $2.88M | Buy |
11,994
+3,472
| +41% | +$833K | 0.85% | 18 |
|
|
2022
Q3 | $1.99M | Buy |
8,522
+336
| +4% | +$78.3K | 0.63% | 24 |
|
|
2022
Q2 | $2.1M | Buy |
8,186
+1,575
| +24% | +$404K | 0.66% | 23 |
|
|
2022
Q1 | $2.04M | Buy |
6,611
+2,460
| +59% | +$758K | 0.55% | 27 |
|
|
2021
Q4 | $1.4M | Buy |
+4,151
| New | +$1.4M | 0.58% | 23 |
|