Aurora 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 | $2.4M | Sell |
4,823
-229
| -5% | -$114K | 1.78% | 13 |
|
|
2025
Q1 | $1.9M | Sell |
5,052
-569
| -10% | -$214K | 1.51% | 14 |
|
|
2024
Q4 | $2.37M | Buy |
5,621
+43
| +0.8% | +$18.1K | 1.77% | 12 |
|
|
2024
Q3 | $2.4M | Buy |
5,578
+483
| +9% | +$208K | 1.88% | 12 |
|
|
2024
Q2 | $2.28M | Sell |
5,095
-410
| -7% | -$183K | 1.99% | 11 |
|
|
2024
Q1 | $2.33M | Sell |
5,505
-52
| -0.9% | -$22K | 2.02% | 11 |
|
|
2023
Q4 | $2.09M | Buy |
5,557
+293
| +6% | +$110K | 1.97% | 11 |
|
|
2023
Q3 | $1.66M | Buy |
5,264
+1,472
| +39% | +$465K | 1.84% | 12 |
|
|
2023
Q2 | $1.29M | Sell |
3,792
-1,123
| -23% | -$382K | 1.47% | 14 |
|
|
2023
Q1 | $1.42M | Sell |
4,915
-1,805
| -27% | -$520K | 1.51% | 14 |
|
|
2022
Q4 | $1.61M | Buy |
6,720
+1,339
| +25% | +$321K | 1.84% | 12 |
|
|
2022
Q3 | $1.25M | Buy |
5,381
+96
| +2% | +$22.4K | 0.58% | 28 |
|
|
2022
Q2 | $1.36M | Sell |
5,285
-226
| -4% | -$58K | 0.61% | 27 |
|
|
2022
Q1 | $1.7M | Buy |
5,511
+428
| +8% | +$132K | 0.7% | 22 |
|
|
2021
Q4 | $1.71M | Sell |
5,083
-4,304
| -46% | -$1.45M | 0.74% | 21 |
|
|
2021
Q3 | $2.65M | Sell |
9,387
-4,361
| -32% | -$1.23M | 1.07% | 17 |
|
|
2021
Q2 | $3.72M | Buy |
13,748
+1,389
| +11% | +$376K | 1.49% | 11 |
|
|
2021
Q1 | $2.91M | Sell |
12,359
-1,896
| -13% | -$447K | 1.21% | 14 |
|
|
2020
Q4 | $3.17M | Sell |
14,255
-943
| -6% | -$210K | 1.34% | 14 |
|
|
2020
Q3 | $3.2M | Buy |
15,198
+303
| +2% | +$63.7K | 1.37% | 16 |
|
|
2020
Q2 | $3.03M | Sell |
14,895
-9,372
| -39% | -$1.91M | 1.39% | 16 |
|
|
2020
Q1 | $3.83M | Buy |
24,267
+12,607
| +108% | +$1.99M | 1.35% | 14 |
|
|
2019
Q4 | $1.84M | Buy |
+11,660
| New | +$1.84M | 0.65% | 26 |
|