ARQ 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 | $2.35M | Hold |
6,260
| – | – | 0.81% | 42 |
|
|
2025
Q1 | $2.35M | Sell |
6,260
-65
| -1% | -$24.4K | 0.87% | 37 |
|
|
2024
Q4 | $2.67M | Sell |
6,325
-356
| -5% | -$150K | 1.01% | 31 |
|
|
2024
Q3 | $2.79M | Buy |
6,681
+81
| +1% | +$33.8K | 1.05% | 29 |
|
|
2024
Q2 | $2.95M | Sell |
6,600
-314
| -5% | -$140K | 1.28% | 26 |
|
|
2024
Q1 | $2.91M | Buy |
6,914
+396
| +6% | +$167K | 1.26% | 27 |
|
|
2023
Q4 | $2.45M | Sell |
6,518
-85
| -1% | -$32K | 1.46% | 22 |
|
|
2023
Q3 | $2.08M | Buy |
6,603
+231
| +4% | +$72.9K | 1.56% | 21 |
|
|
2023
Q2 | $2.17M | Buy |
6,372
+161
| +3% | +$54.8K | 1.41% | 21 |
|
|
2023
Q1 | $1.79M | Sell |
6,211
-215
| -3% | -$62K | 1.32% | 23 |
|
|
2022
Q4 | $1.54M | Buy |
6,426
+96
| +2% | +$23K | 1.01% | 24 |
|
|
2022
Q3 | $1.47M | Sell |
6,330
-211
| -3% | -$49.1K | 1.14% | 24 |
|
|
2022
Q2 | $1.68M | Sell |
6,541
-112
| -2% | -$28.8K | 1.2% | 24 |
|
|
2022
Q1 | $2.05M | Buy |
6,653
+15
| +0.2% | +$4.62K | 1.38% | 21 |
|
|
2021
Q4 | $2.23M | Sell |
6,638
-309
| -4% | -$104K | 1.59% | 19 |
|
|
2021
Q3 | $1.96M | Sell |
6,947
-271
| -4% | -$76.4K | 1.26% | 22 |
|
|
2021
Q2 | $1.96M | Buy |
7,218
+4,614
| +177% | +$1.25M | 1.25% | 21 |
|
|
2021
Q1 | $614K | Sell |
2,604
-124
| -5% | -$29.2K | 0.4% | 30 |
|
|
2020
Q4 | $607K | Sell |
2,728
-336
| -11% | -$74.8K | 0.38% | 31 |
|
|
2020
Q3 | $644K | Sell |
3,064
-7
| -0.2% | -$1.47K | 0.62% | 26 |
|
|
2020
Q2 | $625K | Sell |
3,071
-372
| -11% | -$75.7K | 0.61% | 26 |
|
|
2020
Q1 | $543K | Buy |
+3,443
| New | +$543K | 0.62% | 26 |
|