Blue Zone Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.79M | Sell |
17,680
-73
| -0.4% | -$36.3K | 2.2% | 9 |
|
|
2025
Q1 | $6.66M | Sell |
17,753
-77
| -0.4% | -$28.9K | 1.85% | 16 |
|
|
2024
Q4 | $7.52M | Buy |
17,830
+46
| +0.3% | +$19.4K | 2.17% | 13 |
|
|
2024
Q3 | $7.65M | Buy |
17,784
+448
| +3% | +$193K | 2.38% | 7 |
|
|
2024
Q2 | $7.75M | Buy |
17,336
+19
| +0.1% | +$8.49K | 2.67% | 5 |
|
|
2024
Q1 | $7.29M | Buy |
17,317
+870
| +5% | +$366K | 2.5% | 8 |
|
|
2023
Q4 | $6.18M | Sell |
16,447
-54
| -0.3% | -$20.3K | 2.47% | 9 |
|
|
2023
Q3 | $5.21M | Hold |
16,501
| – | – | 2.29% | 12 |
|
|
2023
Q2 | $5.62M | Buy |
16,501
+87
| +0.5% | +$29.6K | 2.59% | 8 |
|
|
2023
Q1 | $4.73M | Sell |
16,414
-250
| -2% | -$72.1K | 2.53% | 12 |
|
|
2022
Q4 | $4M | Buy |
16,664
+1
| +0% | +$240 | 2.13% | 12 |
|
|
2022
Q3 | $3.88M | Sell |
16,663
-1,816
| -10% | -$423K | 2.01% | 13 |
|
|
2022
Q2 | $4.75M | Buy |
18,479
+338
| +2% | +$86.8K | 2.15% | 8 |
|
|
2022
Q1 | $5.59M | Buy |
18,141
+1,969
| +12% | +$607K | 2.09% | 9 |
|
|
2021
Q4 | $5.44M | Buy |
16,172
+805
| +5% | +$271K | 1.8% | 12 |
|
|
2021
Q3 | $4.33M | Buy |
15,367
+25
| +0.2% | +$7.05K | 1.5% | 18 |
|
|
2021
Q2 | $4.16M | Buy |
15,342
+198
| +1% | +$53.6K | 1.56% | 19 |
|
|
2021
Q1 | $3.57M | Sell |
15,144
-1,467
| -9% | -$346K | 1.52% | 19 |
|
|
2020
Q4 | $3.7M | Buy |
16,611
+1,000
| +6% | +$222K | 1.78% | 18 |
|
|
2020
Q3 | $3.28M | Buy |
15,611
+4,296
| +38% | +$903K | 1.85% | 15 |
|
|
2020
Q2 | $2.3M | Sell |
11,315
-1,185
| -9% | -$241K | 1.29% | 19 |
|
|
2020
Q1 | $1.97M | Buy |
12,500
+9,012
| +258% | +$1.42M | 1.85% | 15 |
|
|
2019
Q4 | $550K | Buy |
+3,488
| New | +$550K | 0.35% | 29 |
|