Warner Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Hold |
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|
2025
Q2 | $1.41M | Hold |
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|
2025
Q1 | $1.07M | Hold |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.24M | Hold |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $857K | Buy |
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|
2023
Q2 | $924K | Buy |
|
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|
2023
Q1 | $764K | Hold |
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|
2022
Q4 | $636K | Hold |
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|
2022
Q3 | $617K | Hold |
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|
2022
Q2 | $681K | Buy |
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|
2022
Q1 | $817K | Buy |
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|
2021
Q4 | $583K | Buy |
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