1776 Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.83M | Buy |
19,759
+399
| +2% | +$198K | 4.05% | 5 |
|
|
2025
Q1 | $7.27M | Buy |
19,360
+49
| +0.3% | +$18.4K | 3.34% | 6 |
|
|
2024
Q4 | $8.14M | Buy |
19,311
+318
| +2% | +$134K | 3.74% | 6 |
|
|
2024
Q3 | $8.17M | Sell |
18,993
-1,193
| -6% | -$513K | 3.66% | 5 |
|
|
2024
Q2 | $9.02M | Buy |
20,186
+291
| +1% | +$130K | 4.06% | 5 |
|
|
2024
Q1 | $8.37M | Buy |
19,895
+46
| +0.2% | +$19.4K | 3.96% | 5 |
|
|
2023
Q4 | $7.46M | Buy |
19,849
+1,879
| +10% | +$707K | 3.7% | 5 |
|
|
2023
Q3 | $5.67M | Buy |
17,970
+908
| +5% | +$287K | 3% | 6 |
|
|
2023
Q2 | $5.81M | Buy |
17,062
+2,299
| +16% | +$783K | 3.06% | 6 |
|
|
2023
Q1 | $4.26M | Buy |
14,763
+2,796
| +23% | +$806K | 2.56% | 6 |
|
|
2022
Q4 | $2.87M | Buy |
11,967
+361
| +3% | +$86.6K | 2.06% | 8 |
|
|
2022
Q3 | $2.7M | Buy |
11,606
+40
| +0.3% | +$9.32K | 2.05% | 8 |
|
|
2022
Q2 | $2.97M | Buy |
11,566
+175
| +2% | +$45K | 2.08% | 8 |
|
|
2022
Q1 | $3.51M | Buy |
11,391
+1,783
| +19% | +$550K | 2.03% | 9 |
|
|
2021
Q4 | $3.23M | Buy |
9,608
+352
| +4% | +$118K | 1.74% | 11 |
|
|
2021
Q3 | $2.61M | Sell |
9,256
-1,652
| -15% | -$466K | 1.49% | 12 |
|
|
2021
Q2 | $2.96M | Buy |
10,908
+18
| +0.2% | +$4.88K | 1.67% | 10 |
|
|
2021
Q1 | $2.51M | Sell |
10,890
-1,106
| -9% | -$255K | 1.58% | 12 |
|
|
2020
Q4 | $2.67M | Buy |
11,996
+130
| +1% | +$28.9K | 1.67% | 9 |
|
|
2020
Q3 | $2.5M | Sell |
11,866
-450
| -4% | -$94.6K | 1.81% | 9 |
|
|
2020
Q2 | $2.51M | Sell |
12,316
-10,242
| -45% | -$2.08M | 1.72% | 10 |
|
|
2020
Q1 | $3.6M | Buy |
22,558
+12,198
| +118% | +$1.95M | 1.52% | 11 |
|
|
2019
Q4 | $1.68M | Buy |
+10,360
| New | +$1.68M | 1.43% | 12 |
|