Brass Tax Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.51M | Buy |
15,101
+942
| +7% | +$469K | 1.45% | 17 |
|
2025
Q1 | $5.32M | Buy |
14,159
+278
| +2% | +$104K | 1.12% | 20 |
|
2024
Q4 | $5.85M | Sell |
13,881
-83
| -0.6% | -$35K | 1.23% | 19 |
|
2024
Q3 | $6.01M | Buy |
13,964
+4,394
| +46% | +$1.89M | 1.29% | 18 |
|
2024
Q2 | $4.28M | Buy |
9,570
+876
| +10% | +$392K | 1.85% | 14 |
|
2024
Q1 | $3.66M | Buy |
+8,694
| New | +$3.66M | 1.91% | 15 |
|