Berry Wealth Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Buy |
18,454
+119
| +0.6% | +$59.2K | 6.42% | 2 |
|
|
2025
Q1 | $6.88M | Sell |
18,335
-114
| -0.6% | -$42.8K | 5.38% | 5 |
|
|
2024
Q4 | $7.78M | Sell |
18,449
-384
| -2% | -$162K | 5.61% | 4 |
|
|
2024
Q3 | $8.1M | Sell |
18,833
-698
| -4% | -$300K | 5.81% | 3 |
|
|
2024
Q2 | $8.73M | Buy |
19,531
+562
| +3% | +$251K | 6.97% | 1 |
|
|
2024
Q1 | $7.98M | Buy |
18,969
+1,043
| +6% | +$439K | 6.62% | 2 |
|
|
2023
Q4 | $6.74M | Buy |
+17,926
| New | +$6.74M | 6.2% | 2 |
|