Atlantic Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
495
-14
| -3% | -$6.96K | 0.16% | 46 |
|
|
2025
Q1 | $191K | Buy |
509
+26
| +5% | +$9.75K | 0.14% | 58 |
|
|
2024
Q4 | $204K | Buy |
483
+95
| +24% | +$40.1K | 0.15% | 41 |
|
|
2024
Q3 | $167K | Buy |
388
+189
| +95% | +$81.4K | 0.13% | 48 |
|
|
2024
Q2 | $89K | Buy |
199
+5
| +3% | +$2.24K | 0.07% | 51 |
|
|
2024
Q1 | $81.7K | Buy |
194
+10
| +5% | +$4.21K | 0.07% | 54 |
|
|
2023
Q4 | $69.2K | Hold |
184
| – | – | 0.06% | 58 |
|
|
2023
Q3 | $58.1K | Hold |
184
| – | – | 0.06% | 52 |
|
|
2023
Q2 | $62.6K | Buy |
184
+155
| +534% | +$52.8K | 0.06% | 50 |
|
|
2023
Q1 | $8.33K | Buy |
+29
| New | +$8.33K | 0.01% | 77 |
|