SYM Financial Corp’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
22,936
+1,751
| +8% | +$871K | 1.28% | 11 |
|
|
2025
Q1 | $7.95M | Sell |
21,185
-1,030
| -5% | -$387K | 0.98% | 14 |
|
|
2024
Q4 | $9.36M | Buy |
22,215
+14,071
| +173% | +$5.93M | 1.21% | 13 |
|
|
2024
Q3 | $3.5M | Buy |
8,144
+305
| +4% | +$131K | 0.47% | 24 |
|
|
2024
Q2 | $3.5M | Buy |
7,839
+840
| +12% | +$375K | 0.56% | 18 |
|
|
2024
Q1 | $2.94M | Sell |
6,999
-3,394
| -33% | -$1.43M | 0.49% | 19 |
|
|
2023
Q4 | $3.91M | Buy |
10,393
+1,179
| +13% | +$443K | 0.63% | 14 |
|
|
2023
Q3 | $2.91M | Buy |
9,214
+7,547
| +453% | +$2.38M | 0.52% | 18 |
|
|
2023
Q2 | $568K | Buy |
1,667
+329
| +25% | +$112K | 0.12% | 30 |
|
|
2023
Q1 | $386K | Sell |
1,338
-1,824
| -58% | -$526K | 0.09% | 39 |
|
|
2022
Q4 | $758K | Sell |
3,162
-396
| -11% | -$95K | 0.18% | 23 |
|
|
2022
Q3 | $829K | Buy |
3,558
+185
| +5% | +$43.1K | 0.4% | 23 |
|
|
2022
Q2 | $866K | Sell |
3,373
-97
| -3% | -$24.9K | 0.41% | 19 |
|
|
2022
Q1 | $1.07M | Buy |
3,470
+206
| +6% | +$63.5K | 0.46% | 16 |
|
|
2021
Q4 | $1.1M | Sell |
3,264
-15
| -0.5% | -$5.05K | 0.43% | 17 |
|
|
2021
Q3 | $924K | Buy |
3,279
+6
| +0.2% | +$1.69K | 0.54% | 14 |
|
|
2021
Q2 | $887K | Sell |
3,273
-102
| -3% | -$27.6K | 0.51% | 14 |
|
|
2021
Q1 | $796K | Sell |
3,375
-1,153
| -25% | -$272K | 0.46% | 14 |
|
|
2020
Q4 | $1.01M | Sell |
4,528
-36
| -0.8% | -$8.01K | 0.74% | 10 |
|
|
2020
Q3 | $960K | Sell |
4,564
-266
| -6% | -$56K | 0.72% | 11 |
|
|
2020
Q2 | $983K | Sell |
4,830
-446
| -8% | -$90.8K | 0.79% | 9 |
|
|
2020
Q1 | $832K | Buy |
5,276
+195
| +4% | +$30.8K | 0.84% | 12 |
|
|
2019
Q4 | $801K | Buy |
5,081
+454
| +10% | +$71.6K | 0.53% | 12 |
|
|
2019
Q3 | $643K | Buy |
4,627
+900
| +24% | +$125K | 0.43% | 12 |
|
|
2019
Q2 | $499K | Sell |
3,727
-186
| -5% | -$24.9K | 0.32% | 15 |
|
|
2019
Q1 | $462K | Sell |
3,913
-331
| -8% | -$39.1K | 0.29% | 16 |
|
|
2018
Q4 | $431K | Sell |
4,244
-2,860
| -40% | -$290K | 0.17% | 21 |
|
|
2018
Q3 | $812K | Buy |
7,104
+2,586
| +57% | +$296K | 0.46% | 10 |
|
|
2018
Q2 | $446K | Buy |
4,518
+249
| +6% | +$24.6K | 0.27% | 9 |
|
|
2018
Q1 | $390K | Sell |
4,269
-900
| -17% | -$82.2K | 0.24% | 13 |
|
|
2017
Q4 | $442K | Buy |
+5,169
| New | +$442K | 0.2% | 19 |
|