Syverson Strege & Co’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
9,253
+5,710
| +161% | +$2.84M | 1.09% | 12 |
|
|
2025
Q1 | $1.33M | Buy |
3,543
+1,802
| +104% | +$676K | 0.43% | 23 |
|
|
2024
Q4 | $734K | Buy |
1,741
+1,216
| +232% | +$512K | 0.24% | 35 |
|
|
2024
Q3 | $226K | Sell |
525
-2,004
| -79% | -$862K | 0.08% | 64 |
|
|
2024
Q2 | $1.13M | Buy |
2,529
+1,015
| +67% | +$454K | 0.39% | 26 |
|
|
2024
Q1 | $637K | Buy |
+1,514
| New | +$637K | 0.23% | 35 |
|
|
2023
Q2 | – | Sell |
-203
| Closed | -$58.5K | – | 409 |
|
|
2023
Q1 | $58.5K | Buy |
203
+124
| +157% | +$35.7K | 0.03% | 115 |
|
|
2022
Q4 | $18.9K | Buy |
79
+49
| +163% | +$11.7K | 0.01% | 172 |
|
|
2022
Q3 | $7K | Buy |
30
+9
| +43% | +$2.1K | ﹤0.01% | 197 |
|
|
2022
Q2 | $5K | Hold |
21
| – | – | ﹤0.01% | 258 |
|
|
2022
Q1 | $7K | Hold |
21
| – | – | 0.01% | 226 |
|
|
2021
Q4 | $7K | Sell |
21
-235
| -92% | -$78.3K | 0.01% | 219 |
|
|
2021
Q3 | $72K | Buy |
+256
| New | +$72K | 0.06% | 111 |
|
|
2021
Q2 | – | Sell |
-44
| Closed | -$10K | – | 283 |
|
|
2021
Q1 | $10K | Buy |
+44
| New | +$10K | 0.01% | 191 |
|