Archvest Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
4,430
+118
| +3% | +$58.7K | 1.92% | 14 |
|
|
2025
Q1 | $1.62M | Sell |
4,312
-342
| -7% | -$128K | 1.34% | 18 |
|
|
2024
Q4 | $1.96M | Buy |
4,654
+310
| +7% | +$131K | 1.42% | 17 |
|
|
2024
Q3 | $1.87M | Buy |
4,344
+682
| +19% | +$293K | 1.19% | 13 |
|
|
2024
Q2 | $1.67M | Buy |
3,662
+552
| +18% | +$252K | 1.11% | 16 |
|
|
2024
Q1 | $1.32M | Buy |
3,110
+269
| +9% | +$114K | 0.93% | 16 |
|
|
2023
Q4 | $1.07M | Sell |
2,841
-428
| -13% | -$161K | 0.8% | 18 |
|
|
2023
Q3 | $1.03M | Buy |
3,269
+188
| +6% | +$59.4K | 0.84% | 21 |
|
|
2023
Q2 | $1.05M | Buy |
3,081
+2
| +0.1% | +$681 | 0.86% | 20 |
|
|
2023
Q1 | $888K | Buy |
3,079
+57
| +2% | +$16.4K | 0.79% | 21 |
|
|
2022
Q4 | $725K | Buy |
3,022
+98
| +3% | +$23.5K | 0.72% | 22 |
|
|
2022
Q3 | $681K | Buy |
2,924
+452
| +18% | +$105K | 0.7% | 22 |
|
|
2022
Q2 | $635K | Buy |
2,472
+222
| +10% | +$57K | 0.63% | 22 |
|
|
2022
Q1 | $694K | Buy |
2,250
+298
| +15% | +$91.9K | 0.63% | 21 |
|
|
2021
Q4 | $656K | Buy |
+1,952
| New | +$656K | 0.57% | 21 |
|