Brady Family Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.3M | Sell |
42,838
-1,623
| -4% | -$807K | 6.6% | 2 |
|
2025
Q1 | $16.7M | Sell |
44,461
-463
| -1% | -$174K | 5.34% | 2 |
|
2024
Q4 | $18.9M | Sell |
44,924
-804
| -2% | -$339K | 5.81% | 2 |
|
2024
Q3 | $19.7M | Sell |
45,728
-266
| -0.6% | -$114K | 5.91% | 2 |
|
2024
Q2 | $20.6M | Buy |
45,994
+462
| +1% | +$206K | 6.63% | 2 |
|
2024
Q1 | $19.2M | Buy |
45,532
+391
| +0.9% | +$165K | 6.21% | 2 |
|
2023
Q4 | $17M | Buy |
45,141
+637
| +1% | +$240K | 5.82% | 2 |
|
2023
Q3 | $14.1M | Sell |
44,504
-14
| -0% | -$4.42K | 5.43% | 2 |
|
2023
Q2 | $15.2M | Sell |
44,518
-473
| -1% | -$161K | 5.64% | 2 |
|
2023
Q1 | $13M | Sell |
44,991
-533
| -1% | -$154K | 5.12% | 2 |
|
2022
Q4 | $10.9M | Buy |
+45,524
| New | +$10.9M | 4.51% | 2 |
|