49 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 | $3.91M | Sell |
7,852
-632
| -7% | -$314K | 0.42% | 28 |
|
|
2025
Q1 | $3.18M | Sell |
8,484
-244
| -3% | -$91.6K | 0.38% | 33 |
|
|
2024
Q4 | $3.68M | Sell |
8,728
-317
| -4% | -$134K | 0.52% | 28 |
|
|
2024
Q3 | $3.89M | Buy |
9,045
+1,629
| +22% | +$701K | 0.63% | 26 |
|
|
2024
Q2 | $3.39M | Buy |
7,416
+1,851
| +33% | +$845K | 0.67% | 34 |
|
|
2024
Q1 | $2.36M | Buy |
5,565
+795
| +17% | +$338K | 0.51% | 27 |
|
|
2023
Q4 | $1.79M | Buy |
+4,770
| New | +$1.79M | 0.46% | 29 |
|