Angeles 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 | $42.2M | Buy |
84,921
+7,412
| +10% | +$3.69M | 2.9% | 10 |
|
2025
Q1 | $29.1M | Sell |
77,509
-601
| -0.8% | -$226K | 2.42% | 11 |
|
2024
Q4 | $32.9M | Buy |
78,110
+1,532
| +2% | +$646K | 2.71% | 8 |
|
2024
Q3 | $33M | Buy |
76,578
+715
| +0.9% | +$308K | 2.84% | 8 |
|
2024
Q2 | $33.9M | Buy |
75,863
+4,485
| +6% | +$2M | 3.18% | 8 |
|
2024
Q1 | $30M | Buy |
71,378
+4,237
| +6% | +$1.78M | 3% | 8 |
|
2023
Q4 | $25.2M | Buy |
67,141
+599
| +0.9% | +$225K | 3.08% | 8 |
|
2023
Q3 | $21M | Buy |
66,542
+1,325
| +2% | +$418K | 2.97% | 8 |
|
2023
Q2 | $22.2M | Buy |
65,217
+12,307
| +23% | +$4.19M | 3.03% | 9 |
|
2023
Q1 | $15.3M | Sell |
52,910
-1,434
| -3% | -$413K | 2.27% | 15 |
|
2022
Q4 | $13M | Sell |
54,344
-1,442
| -3% | -$346K | 2.28% | 14 |
|
2022
Q3 | $13M | Sell |
55,786
-29
| -0.1% | -$6.75K | 2.57% | 10 |
|
2022
Q2 | $14.3M | Sell |
55,815
-1,621
| -3% | -$416K | 2.86% | 11 |
|
2022
Q1 | $17.7M | Buy |
+57,436
| New | +$17.7M | 3.35% | 8 |
|