Altus Wealth Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.26M | Sell |
14,600
-683
| -4% | -$340K | 3.21% | 7 |
|
|
2025
Q1 | $5.74M | Buy |
15,283
+39
| +0.3% | +$14.6K | 2.69% | 9 |
|
|
2024
Q4 | $6.43M | Sell |
15,244
-214
| -1% | -$90.2K | 2.84% | 8 |
|
|
2024
Q3 | $6.65M | Buy |
15,458
+3,679
| +31% | +$1.58M | 2.84% | 9 |
|
|
2024
Q2 | $5.26M | Sell |
11,779
-333
| -3% | -$149K | 2.64% | 9 |
|
|
2024
Q1 | $5.1M | Buy |
12,112
+5
| +0% | +$2.1K | 2.55% | 11 |
|
|
2023
Q4 | $4.55M | Buy |
12,107
+526
| +5% | +$198K | 2.52% | 9 |
|
|
2023
Q3 | $3.66M | Sell |
11,581
-301
| -3% | -$95K | 2.32% | 9 |
|
|
2023
Q2 | $4.05M | Sell |
11,882
-116
| -1% | -$39.5K | 2.48% | 8 |
|
|
2023
Q1 | $3.46M | Sell |
11,998
-908
| -7% | -$262K | 2.33% | 8 |
|
|
2022
Q4 | $3.1M | Buy |
12,906
+351
| +3% | +$84.2K | 2.35% | 8 |
|
|
2022
Q3 | $3.54M | Hold |
12,555
| – | – | 3.52% | 7 |
|
|
2022
Q2 | $3.54M | Sell |
12,555
-157
| -1% | -$44.3K | 3.52% | 7 |
|
|
2022
Q1 | $3.92M | Buy |
12,712
+152
| +1% | +$46.9K | 3.21% | 8 |
|
|
2021
Q4 | $4.22M | Buy |
12,560
+5
| +0% | +$1.68K | 3.48% | 6 |
|
|
2021
Q3 | $3.54M | Buy |
12,555
+1,689
| +16% | +$476K | 3.52% | 7 |
|
|
2021
Q2 | $2.94M | Buy |
10,866
+424
| +4% | +$115K | 2.88% | 7 |
|
|
2021
Q1 | $2.59M | Sell |
10,442
-1,376
| -12% | -$341K | 2.57% | 9 |
|
|
2020
Q4 | $2.63M | Buy |
+11,818
| New | +$2.63M | 2.51% | 7 |
|