Bluestem Financial 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 | $929K | Sell |
1,867
-435
| -19% | -$216K | 0.4% | 23 |
|
|
2025
Q1 | $864K | Sell |
2,302
-126
| -5% | -$47.3K | 0.4% | 20 |
|
|
2024
Q4 | $1.02M | Buy |
2,428
+361
| +17% | +$152K | 0.48% | 20 |
|
|
2024
Q3 | $889K | Buy |
2,067
+868
| +72% | +$373K | 0.42% | 20 |
|
|
2024
Q2 | $536K | Buy |
1,199
+202
| +20% | +$90.3K | 0.27% | 22 |
|
|
2024
Q1 | $419K | Buy |
+997
| New | +$419K | 0.22% | 25 |
|