BetterWealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
2,053
-26
| -1% | -$12.9K | 0.26% | 29 |
|
|
2025
Q1 | $780K | Sell |
2,079
-370
| -15% | -$139K | 0.22% | 31 |
|
|
2024
Q4 | $1.03M | Sell |
2,449
-390
| -14% | -$164K | 0.28% | 31 |
|
|
2024
Q3 | $1.22M | Sell |
2,839
-2,274
| -44% | -$978K | 0.36% | 26 |
|
|
2024
Q2 | $2.29M | Buy |
5,113
+76
| +2% | +$34K | 0.73% | 17 |
|
|
2024
Q1 | $2.12M | Sell |
5,037
-100
| -2% | -$42.1K | 0.69% | 17 |
|
|
2023
Q4 | $1.93M | Buy |
5,137
+109
| +2% | +$41K | 0.66% | 19 |
|
|
2023
Q3 | $1.59M | Buy |
5,028
+711
| +16% | +$224K | 0.64% | 18 |
|
|
2023
Q2 | $1.47M | Buy |
4,317
+5
| +0.1% | +$1.7K | 0.57% | 19 |
|
|
2023
Q1 | $1.24M | Buy |
4,312
+6
| +0.1% | +$1.73K | 0.5% | 19 |
|
|
2022
Q4 | $1.03M | Buy |
4,306
+7
| +0.2% | +$1.68K | 0.46% | 16 |
|
|
2022
Q3 | $1M | Buy |
4,299
+519
| +14% | +$121K | 0.52% | 16 |
|
|
2022
Q2 | $971K | Buy |
3,780
+5
| +0.1% | +$1.28K | 0.48% | 18 |
|
|
2022
Q1 | $1.16M | Sell |
3,775
-261
| -6% | -$80.5K | 1.56% | 9 |
|
|
2021
Q4 | $1.36M | Buy |
+4,036
| New | +$1.36M | 0.95% | 12 |
|