Betterment LLC’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
6,238
+211
| +4% | +$105K | 0.01% | 179 |
|
|
2025
Q1 | $2.26M | Sell |
6,027
-50
| -0.8% | -$18.8K | 0.01% | 200 |
|
|
2024
Q4 | $2.56M | Buy |
6,077
+1,204
| +25% | +$507K | 0.01% | 184 |
|
|
2024
Q3 | $2.1M | Buy |
4,873
+355
| +8% | +$153K | 0.01% | 183 |
|
|
2024
Q2 | $2.02M | Buy |
4,518
+480
| +12% | +$215K | 0.01% | 169 |
|
|
2024
Q1 | $1.7M | Buy |
+4,038
| New | +$1.7M | ﹤0.01% | 164 |
|
|
2023
Q4 | – | Sell |
-711
| Closed | -$224K | – | 317 |
|
|
2023
Q3 | $224K | Buy |
+711
| New | +$224K | ﹤0.01% | 290 |
|