1 North Wealth 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
$317K Sell
638
-20
-3% -$9.95K 0.13% 51
2025
Q1
$247K Sell
658
-25
-4% -$9.39K 0.11% 49
2024
Q4
$288K Buy
+683
New +$288K 0.12% 50
2019
Q4
$215K Buy
1,362
+693
+104% +$109K 0.13% 58
2019
Q3
$93K Buy
+669
New +$93K 0.06% 68
2019
Q1
$66K Buy
559
+73
+15% +$8.62K 0.05% 69
2018
Q4
$49K Buy
+486
New +$49K 0.04% 70