1858 Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27M | Buy |
16,629
+268
| +2% | +$133K | 6.1% | 1 |
|
|
2025
Q1 | $6.14M | Buy |
16,361
+151
| +0.9% | +$56.7K | 5.2% | 2 |
|
|
2024
Q4 | $6.83M | Buy |
16,210
+185
| +1% | +$78K | 5.41% | 2 |
|
|
2024
Q3 | $6.9M | Buy |
16,025
+764
| +5% | +$329K | 5.67% | 2 |
|
|
2024
Q2 | $6.82M | Buy |
15,261
+150
| +1% | +$67K | 5.66% | 1 |
|
|
2024
Q1 | $5.68M | Hold |
15,111
| – | – | 5.39% | 1 |
|
|
2023
Q4 | $5.68M | Buy |
+15,111
| New | +$5.68M | 5.39% | 1 |
|