Aviso Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.05M | Buy |
18,194
+801
| +5% | +$398K | 4.23% | 5 |
|
|
2025
Q1 | $6.53M | Buy |
17,393
+921
| +6% | +$346K | 3.47% | 6 |
|
|
2024
Q4 | $6.94M | Buy |
16,472
+944
| +6% | +$398K | 3.54% | 6 |
|
|
2024
Q3 | $6.68M | Sell |
15,528
-13
| -0.1% | -$5.59K | 3.62% | 6 |
|
|
2024
Q2 | $6.95M | Sell |
15,541
-64
| -0.4% | -$28.6K | 4.12% | 6 |
|
|
2024
Q1 | $6.57M | Sell |
15,605
-42
| -0.3% | -$17.7K | 4.14% | 5 |
|
|
2023
Q4 | $5.88M | Buy |
+15,647
| New | +$5.88M | 4.26% | 2 |
|