Altus 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 | $711K | Sell |
1,430
-1,161
| -45% | -$577K | 0.34% | 14 |
|
|
2025
Q1 | $973K | Buy |
2,591
+118
| +5% | +$44.3K | 0.46% | 18 |
|
|
2024
Q4 | $1.04M | Buy |
2,473
+390
| +19% | +$164K | 0.47% | 18 |
|
|
2024
Q3 | $896K | Sell |
2,083
-371
| -15% | -$160K | 0.42% | 18 |
|
|
2024
Q2 | $1.1M | Buy |
2,454
+127
| +5% | +$56.8K | 0.53% | 18 |
|
|
2024
Q1 | $979K | Buy |
2,327
+451
| +24% | +$190K | 0.52% | 16 |
|
|
2023
Q4 | $706K | Sell |
1,876
-585
| -24% | -$220K | 0.42% | 16 |
|
|
2023
Q3 | $777K | Buy |
2,461
+995
| +68% | +$314K | 0.54% | 15 |
|
|
2023
Q2 | $499K | Sell |
1,466
-274
| -16% | -$93.3K | 0.39% | 14 |
|
|
2023
Q1 | $502K | Buy |
1,740
+240
| +16% | +$69.2K | 0.41% | 14 |
|
|
2022
Q4 | $360K | Hold |
1,500
| – | – | 0.32% | 17 |
|
|
2022
Q3 | $349K | Hold |
1,500
| – | – | 0.3% | 23 |
|
|
2022
Q2 | $385K | Buy |
1,500
+4
| +0.3% | +$1.03K | 0.3% | 23 |
|
|
2022
Q1 | $461K | Buy |
1,496
+168
| +13% | +$51.8K | 0.32% | 21 |
|
|
2021
Q4 | $447K | Buy |
1,328
+72
| +6% | +$24.2K | 0.27% | 23 |
|
|
2021
Q3 | $354K | Buy |
1,256
+40
| +3% | +$11.3K | 0.22% | 24 |
|
|
2021
Q2 | $329K | Buy |
1,216
+81
| +7% | +$21.9K | 0.21% | 26 |
|
|
2021
Q1 | $268K | Hold |
1,135
| – | – | 0.19% | 28 |
|
|
2020
Q4 | $252K | Hold |
1,135
| – | – | 0.2% | 28 |
|
|
2020
Q3 | $239K | Sell |
1,135
-115
| -9% | -$24.2K | 0.22% | 28 |
|
|
2020
Q2 | $254K | Sell |
1,250
-20
| -2% | -$4.06K | 0.28% | 21 |
|
|
2020
Q1 | $200K | Buy |
+1,270
| New | +$200K | 0.29% | 24 |
|