Synergy Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44M | Buy |
18,972
+274
| +1% | +$136K | 6.95% | 2 |
|
|
2025
Q1 | $7.02M | Sell |
18,698
-7
| -0% | -$2.63K | 6.3% | 3 |
|
|
2024
Q4 | $7.88M | Sell |
18,705
-3,300
| -15% | -$1.39M | 6.57% | 3 |
|
|
2024
Q3 | $9.47M | Buy |
22,005
+4,119
| +23% | +$1.77M | 8.99% | 1 |
|
|
2024
Q2 | $7.99M | Sell |
17,886
-561
| -3% | -$251K | 8.38% | 3 |
|
|
2024
Q1 | $7.76M | Sell |
18,447
-1,829
| -9% | -$769K | 8.74% | 1 |
|
|
2023
Q4 | $7.62M | Sell |
20,276
-877
| -4% | -$330K | 9.34% | 1 |
|
|
2023
Q3 | $6.68M | Buy |
21,153
+3,040
| +17% | +$960K | 9.32% | 1 |
|
|
2023
Q2 | $6.17M | Sell |
18,113
-83
| -0.5% | -$28.3K | 8.32% | 1 |
|
|
2023
Q1 | $5.25M | Sell |
18,196
-2,962
| -14% | -$854K | 8.53% | 1 |
|
|
2022
Q4 | $5.07M | Buy |
21,158
+1,146
| +6% | +$275K | 10.02% | 1 |
|
|
2022
Q3 | $4.66M | Buy |
20,012
+3,129
| +19% | +$729K | 6.99% | 2 |
|
|
2022
Q2 | $4.34M | Sell |
16,883
-393
| -2% | -$101K | 6.8% | 2 |
|
|
2022
Q1 | $5.33M | Sell |
17,276
-4,077
| -19% | -$1.26M | 5.59% | 2 |
|
|
2021
Q4 | $7.18M | Buy |
+21,353
| New | +$7.18M | 6.44% | 1 |
|