SF
Symphony Financial’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8M | Buy |
55,541
+44,946
| +424% | +$20.1M | 3.25% | 4 |
|
|
2025
Q1 | $3.85M | Sell |
10,595
-33,649
| -76% | -$12.2M | 2.28% | 12 |
|
|
2024
Q4 | $19.1M | Sell |
44,244
-1,453
| -3% | -$627K | 3% | 4 |
|
|
2024
Q3 | $19.5M | Buy |
45,697
+3,030
| +7% | +$1.29M | 3.22% | 4 |
|
|
2024
Q2 | $19.3M | Buy |
42,667
+7,108
| +20% | +$3.22M | 3.53% | 4 |
|
|
2024
Q1 | $15M | Sell |
35,559
-6,160
| -15% | -$2.59M | 3.49% | 3 |
|
|
2023
Q4 | $16.2M | Buy |
41,719
+5,080
| +14% | +$1.97M | 3.47% | 3 |
|
|
2023
Q3 | $11.8M | Buy |
36,639
+1,916
| +6% | +$616K | 2.88% | 9 |
|
|
2023
Q2 | $11.6M | Sell |
34,723
-1,805
| -5% | -$605K | 2.86% | 10 |
|
|
2023
Q1 | $10.4M | Sell |
36,528
-8,359
| -19% | -$2.38M | 2.69% | 8 |
|
|
2022
Q4 | $10.3M | Buy |
44,887
+3,369
| +8% | +$774K | 2.73% | 10 |
|
|
2022
Q3 | $9.86M | Buy |
41,518
+34
| +0.1% | +$8.07K | 3.22% | 4 |
|
|
2022
Q2 | $10.8M | Sell |
41,484
-5,312
| -11% | -$1.38M | 3.19% | 7 |
|
|
2022
Q1 | $14.1M | Buy |
46,796
+10,708
| +30% | +$3.22M | 3.31% | 9 |
|
|
2021
Q4 | $12.1M | Buy |
36,088
+5,644
| +19% | +$1.89M | 3.35% | 9 |
|
|
2021
Q3 | $8.65M | Sell |
30,444
-9,306
| -23% | -$2.64M | 3.01% | 9 |
|
|
2021
Q2 | $10.7M | Sell |
39,750
-9,398
| -19% | -$2.54M | 3.66% | 4 |
|
|
2021
Q1 | $13M | Buy |
49,148
+4,556
| +10% | +$1.2M | 3.43% | 5 |
|
|
2020
Q4 | $9.71M | Buy |
44,592
+1,425
| +3% | +$310K | 3.48% | 4 |
|
|
2020
Q3 | $9.08M | Sell |
43,167
-3,696
| -8% | -$777K | 3.7% | 4 |
|
|
2020
Q2 | $9.54M | Buy |
46,863
+6,288
| +15% | +$1.28M | 4.61% | 3 |
|
|
2020
Q1 | $6.5M | Buy |
+40,575
| New | +$6.5M | 4.48% | 4 |
|