Western Financial Corp’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
552
| – | – | 0.15% | 113 |
|
|
2025
Q1 | $207K | Sell |
552
-858
| -61% | -$322K | 0.12% | 118 |
|
|
2024
Q4 | $594K | Buy |
1,410
+198
| +16% | +$83.4K | 0.33% | 81 |
|
|
2024
Q3 | $521K | Sell |
1,212
-188
| -13% | -$80.9K | 0.3% | 83 |
|
|
2024
Q2 | $626K | Hold |
1,400
| – | – | 0.38% | 77 |
|
|
2024
Q1 | $589K | Buy |
1,400
+156
| +13% | +$65.6K | 0.36% | 79 |
|
|
2023
Q4 | $468K | Sell |
1,244
-27
| -2% | -$10.2K | 0.31% | 86 |
|
|
2023
Q3 | $401K | Buy |
1,271
+255
| +25% | +$80.5K | 0.29% | 90 |
|
|
2023
Q2 | $346K | Sell |
1,016
-52
| -5% | -$17.7K | 0.24% | 94 |
|
|
2023
Q1 | $308K | Sell |
1,068
-2,899
| -73% | -$836K | 0.22% | 102 |
|
|
2022
Q4 | $951K | Sell |
3,967
-2,279
| -36% | -$546K | 0.62% | 29 |
|
|
2022
Q3 | $1.46M | Buy |
6,246
+748
| +14% | +$174K | 1.02% | 11 |
|
|
2022
Q2 | $1.41M | Sell |
5,498
-176
| -3% | -$45.2K | 1% | 11 |
|
|
2022
Q1 | $1.75M | Buy |
5,674
+359
| +7% | +$111K | 1.02% | 13 |
|
|
2021
Q4 | $1.79M | Buy |
5,315
+303
| +6% | +$102K | 0.94% | 12 |
|
|
2021
Q3 | $1.41M | Sell |
5,012
-99
| -2% | -$27.9K | 0.84% | 11 |
|
|
2021
Q2 | $1.38M | Buy |
5,111
+283
| +6% | +$76.6K | 0.75% | 13 |
|
|
2021
Q1 | $1.14M | Buy |
4,828
+281
| +6% | +$66.2K | 0.7% | 12 |
|
|
2020
Q4 | $1.01M | Buy |
+4,547
| New | +$1.01M | 0.66% | 15 |
|