Triune Financial Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
1,156
-183
| -14% | -$91K | 0.16% | 19 |
|
|
2025
Q1 | $503K | Buy |
1,339
+369
| +38% | +$138K | 0.16% | 19 |
|
|
2024
Q4 | $409K | Sell |
970
-33
| -3% | -$13.9K | 0.13% | 18 |
|
|
2024
Q3 | $432K | Buy |
1,003
+2
| +0.2% | +$861 | 0.14% | 19 |
|
|
2024
Q2 | $448K | Sell |
1,001
-61
| -6% | -$27.3K | 0.15% | 19 |
|
|
2024
Q1 | $447K | Sell |
1,062
-14
| -1% | -$5.89K | 0.16% | 20 |
|
|
2023
Q4 | $405K | Buy |
1,076
+55
| +5% | +$20.7K | 0.15% | 18 |
|
|
2023
Q3 | $322K | Hold |
1,021
| – | – | 0.13% | 22 |
|
|
2023
Q2 | $348K | Buy |
1,021
+53
| +5% | +$18K | 0.14% | 22 |
|
|
2023
Q1 | $279K | Buy |
968
+15
| +2% | +$4.33K | 0.12% | 20 |
|
|
2022
Q4 | $229K | Buy |
953
+10
| +1% | +$2.4K | 0.11% | 25 |
|
|
2022
Q3 | $220K | Buy |
943
+10
| +1% | +$2.33K | 0.12% | 19 |
|
|
2022
Q2 | $240K | Buy |
933
+95
| +11% | +$24.4K | 0.13% | 19 |
|
|
2022
Q1 | $258K | Sell |
838
-2
| -0.2% | -$617 | 0.14% | 19 |
|
|
2021
Q4 | $283K | Buy |
+840
| New | +$283K | 0.14% | 18 |
|
|
2021
Q2 | $229K | Buy |
+845
| New | +$229K | 0.19% | 18 |
|