XF
XML Financial’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Buy |
61,059
+32
| +0.1% | +$15.9K | 2.63% | 5 |
|
|
2025
Q1 | $22.9M | Buy |
61,027
+98
| +0.2% | +$36.8K | 2.14% | 7 |
|
|
2024
Q4 | $25.7M | Buy |
60,929
+1,252
| +2% | +$528K | 2.35% | 7 |
|
|
2024
Q3 | $25.7M | Sell |
59,677
-2,672
| -4% | -$1.15M | 2.38% | 7 |
|
|
2024
Q2 | $27.9M | Sell |
62,349
-3,146
| -5% | -$1.41M | 2.8% | 3 |
|
|
2024
Q1 | $27.6M | Sell |
65,495
-9,648
| -13% | -$4.06M | 2.82% | 3 |
|
|
2023
Q4 | $28.3M | Buy |
75,143
+790
| +1% | +$297K | 2.98% | 2 |
|
|
2023
Q3 | $23.5M | Sell |
74,353
-330
| -0.4% | -$104K | 2.81% | 3 |
|
|
2023
Q2 | $25.4M | Buy |
74,683
+124
| +0.2% | +$42.2K | 2.94% | 2 |
|
|
2023
Q1 | $21.5M | Sell |
74,559
-2,271
| -3% | -$655K | 2.62% | 2 |
|
|
2022
Q4 | $18.4M | Sell |
76,830
-300
| -0.4% | -$71.9K | 2.31% | 4 |
|
|
2022
Q3 | $18M | Buy |
77,130
+57,561
| +294% | +$13.4M | 2.49% | 3 |
|
|
2022
Q2 | $5.03M | Sell |
19,569
-53,094
| -73% | -$13.6M | 1.14% | 25 |
|
|
2022
Q1 | $22.4M | Sell |
72,663
-2,285
| -3% | -$704K | 2.66% | 3 |
|
|
2021
Q4 | $25.2M | Sell |
74,948
-1,676
| -2% | -$564K | 3.04% | 2 |
|
|
2021
Q3 | $21.6M | Buy |
76,624
+63,002
| +463% | +$17.8M | 2.88% | 3 |
|
|
2021
Q2 | $3.69M | Buy |
13,622
+227
| +2% | +$61.5K | 0.81% | 35 |
|
|
2021
Q1 | $3.16M | Buy |
13,395
+594
| +5% | +$140K | 0.77% | 35 |
|
|
2020
Q4 | $2.85M | Buy |
12,801
+661
| +5% | +$147K | 0.74% | 37 |
|
|
2020
Q3 | $2.55M | Buy |
12,140
+1,000
| +9% | +$210K | 0.8% | 31 |
|
|
2020
Q2 | $2.27M | Buy |
11,140
+23
| +0.2% | +$4.68K | 0.79% | 31 |
|
|
2020
Q1 | $1.75M | Sell |
11,117
-410
| -4% | -$64.7K | 0.76% | 36 |
|
|
2019
Q4 | $1.82M | Buy |
+11,527
| New | +$1.82M | 0.66% | 38 |
|