Altrius Capital 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
$296K Sell
595
-9
-1% -$4.48K 0.07% 80
2025
Q1
$227K Buy
604
+9
+2% +$3.38K 0.06% 84
2024
Q4
$251K Sell
595
-394
-40% -$166K 0.07% 84
2024
Q3
$426K Buy
989
+54
+6% +$23.2K 0.11% 78
2024
Q2
$418K Buy
935
+220
+31% +$98.3K 0.11% 79
2024
Q1
$301K Sell
715
-68
-9% -$28.6K 0.08% 84
2023
Q4
$294K Buy
783
+48
+7% +$18.1K 0.08% 86
2023
Q3
$232K Buy
+735
New +$232K 0.07% 91