American Capital Advisory’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
2,647
+26
+1% +$12.9K 0.66% 33
2025
Q1
$984K Buy
2,621
+51
+2% +$19.1K 0.53% 39
2024
Q4
$1.08M Sell
2,570
-3
-0.1% -$1.26K 0.6% 38
2024
Q3
$1.11M Buy
2,573
+521
+25% +$224K 0.64% 39
2024
Q2
$772K Buy
2,052
+684
+50% +$257K 0.55% 42
2024
Q1
$394K Sell
1,368
-684
-33% -$197K 0.34% 63
2023
Q4
$772K Buy
+2,052
New +$772K 0.55% 42