Trademark Financial Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
4,381
+1,361
| +45% | +$677K | 1.33% | 23 |
|
|
2025
Q1 | $1.13M | Sell |
3,020
-239
| -7% | -$89.7K | 0.87% | 28 |
|
|
2024
Q4 | $1.37M | Buy |
3,259
+668
| +26% | +$282K | 1.09% | 22 |
|
|
2024
Q3 | $1.11M | Buy |
2,591
+325
| +14% | +$140K | 0.88% | 26 |
|
|
2024
Q2 | $1.01M | Buy |
2,266
+1,257
| +125% | +$562K | 0.82% | 27 |
|
|
2024
Q1 | $424K | Sell |
1,009
-407
| -29% | -$171K | 0.35% | 57 |
|
|
2023
Q4 | $532K | Buy |
+1,416
| New | +$532K | 0.39% | 57 |
|