Brightwater Advisory’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
2,848
+210
+8% +$104K 1.02% 25
2025
Q1
$990K Sell
2,638
-349
-12% -$131K 0.78% 26
2024
Q4
$1.26M Sell
2,987
-187
-6% -$78.8K 0.99% 26
2024
Q3
$1.37M Sell
3,174
-28,682
-90% -$12.3M 1.01% 27
2024
Q2
$1.42M Buy
31,856
+28,557
+866% +$1.28M 1.1% 26
2024
Q1
$1.39M Buy
3,299
+311
+10% +$131K 1.11% 25
2023
Q4
$1.12M Buy
+2,988
New +$1.12M 0.95% 25