Accretive Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
16,209
+177
| +1% | +$88K | 2.64% | 7 |
|
|
2025
Q1 | $6.95M | Buy |
16,032
+2,848
| +22% | +$1.23M | 2.45% | 8 |
|
|
2024
Q4 | $5.56M | Sell |
13,184
-33
| -0.2% | -$13.9K | 2.36% | 6 |
|
|
2024
Q3 | $5.69M | Sell |
13,217
-2,623
| -17% | -$1.13M | 2.38% | 6 |
|
|
2024
Q2 | $7.08M | Buy |
15,840
+821
| +5% | +$367K | 2.96% | 6 |
|
|
2024
Q1 | $6.11M | Buy |
15,019
+1,839
| +14% | +$748K | 2.7% | 6 |
|
|
2023
Q4 | $4.96M | Buy |
13,180
+176
| +1% | +$66.2K | 2.38% | 8 |
|
|
2023
Q3 | $4.11M | Buy |
13,004
+171
| +1% | +$54K | 2.45% | 8 |
|
|
2023
Q2 | $4.37M | Buy |
12,833
+192
| +2% | +$65.4K | 2.59% | 8 |
|
|
2023
Q1 | $3.64M | Buy |
12,641
+75
| +0.6% | +$21.6K | 2.33% | 10 |
|
|
2022
Q4 | $3.01M | Buy |
12,566
+816
| +7% | +$196K | 2.07% | 12 |
|
|
2022
Q3 | $2.74M | Sell |
11,750
-3
| -0% | -$699 | 2.08% | 12 |
|
|
2022
Q2 | $3.02M | Buy |
11,753
+248
| +2% | +$63.7K | 2.19% | 12 |
|
|
2022
Q1 | $3.55M | Buy |
11,505
+1,993
| +21% | +$614K | 2.23% | 12 |
|
|
2021
Q4 | $3.2M | Buy |
9,512
+17
| +0.2% | +$5.72K | 2.04% | 11 |
|
|
2021
Q3 | $2.68M | Buy |
9,495
+102
| +1% | +$28.8K | 1.89% | 11 |
|
|
2021
Q2 | $2.54M | Buy |
9,393
+1,771
| +23% | +$480K | 1.83% | 11 |
|
|
2021
Q1 | $1.8M | Buy |
7,622
+305
| +4% | +$71.9K | 1.62% | 12 |
|
|
2020
Q4 | $1.63M | Buy |
+7,317
| New | +$1.63M | 1.61% | 12 |
|