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