Arcadia Wealth Management (New Hampshire)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $775K | Sell |
1,559
-423
| -21% | -$210K | 0.34% | 37 |
|
2025
Q1 | $744K | Buy |
1,982
+182
| +10% | +$68.3K | 0.37% | 38 |
|
2024
Q4 | $759K | Sell |
1,800
-139
| -7% | -$58.6K | 0.38% | 37 |
|
2024
Q3 | $835K | Buy |
1,939
+138
| +8% | +$59.4K | 0.44% | 32 |
|
2024
Q2 | $805K | Buy |
1,801
+55
| +3% | +$24.6K | 0.46% | 33 |
|
2024
Q1 | $734K | Buy |
1,746
+272
| +18% | +$114K | 0.45% | 32 |
|
2023
Q4 | $554K | Buy |
1,474
+38
| +3% | +$14.3K | 0.39% | 34 |
|
2023
Q3 | $453K | Sell |
1,436
-79
| -5% | -$24.9K | 0.35% | 36 |
|
2023
Q2 | $516K | Buy |
1,515
+81
| +6% | +$27.6K | 0.38% | 34 |
|
2023
Q1 | $413K | Sell |
1,434
-74
| -5% | -$21.3K | 0.34% | 44 |
|
2022
Q4 | $362K | Buy |
+1,508
| New | +$362K | 0.32% | 38 |
|