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