Widmann Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98M | Buy |
16,048
+124
| +0.8% | +$61.7K | 5.57% | 2 |
|
|
2025
Q1 | $5.98M | Sell |
15,924
-67
| -0.4% | -$25.2K | 4.64% | 3 |
|
|
2024
Q4 | $6.74M | Sell |
15,991
-32
| -0.2% | -$13.5K | 5.22% | 3 |
|
|
2024
Q3 | $6.89M | Sell |
16,023
-617
| -4% | -$266K | 5.22% | 2 |
|
|
2024
Q2 | $7.44M | Sell |
16,640
-622
| -4% | -$278K | 6.05% | 2 |
|
|
2024
Q1 | $7.26M | Buy |
17,262
+82
| +0.5% | +$34.5K | 6.1% | 2 |
|
|
2023
Q4 | $6.46M | Buy |
17,180
+139
| +0.8% | +$52.3K | 5.82% | 2 |
|
|
2023
Q3 | $5.38M | Buy |
17,041
+49
| +0.3% | +$15.5K | 5.36% | 3 |
|
|
2023
Q2 | $5.79M | Sell |
16,992
-356
| -2% | -$121K | 5.53% | 3 |
|
|
2023
Q1 | $5M | Buy |
17,348
+188
| +1% | +$54.2K | 5.04% | 3 |
|
|
2022
Q4 | $4.12M | Buy |
17,160
+286
| +2% | +$68.6K | 4.31% | 4 |
|
|
2022
Q3 | $3.93M | Buy |
16,874
+102
| +0.6% | +$23.8K | 4.35% | 4 |
|
|
2022
Q2 | $4.31M | Buy |
16,772
+113
| +0.7% | +$29K | 4.46% | 3 |
|
|
2022
Q1 | $5.14M | Sell |
16,659
-631
| -4% | -$195K | 4.55% | 4 |
|
|
2021
Q4 | $5.82M | Buy |
+17,290
| New | +$5.82M | 4.79% | 3 |
|