Brown Miller 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 | $20.1M | Buy |
40,505
+37
| +0.1% | +$18.4K | 6.26% | 3 |
|
|
2025
Q1 | $15.2M | Buy |
40,468
+2,229
| +6% | +$837K | 5.26% | 3 |
|
|
2024
Q4 | $16.1M | Sell |
38,239
-531
| -1% | -$224K | 6.18% | 3 |
|
|
2024
Q3 | $16.7M | Buy |
38,770
+650
| +2% | +$280K | 6.48% | 3 |
|
|
2024
Q2 | $17M | Buy |
38,120
+307
| +0.8% | +$137K | 7.08% | 3 |
|
|
2024
Q1 | $15.9M | Buy |
37,813
+503
| +1% | +$212K | 7.01% | 3 |
|
|
2023
Q4 | $14M | Buy |
37,310
+620
| +2% | +$233K | 7.01% | 3 |
|
|
2023
Q3 | $11.6M | Buy |
36,690
+381
| +1% | +$120K | 6.47% | 3 |
|
|
2023
Q2 | $12.4M | Sell |
36,309
-107
| -0.3% | -$36.4K | 6.67% | 3 |
|
|
2023
Q1 | $10.5M | Buy |
36,416
+34
| +0.1% | +$9.8K | 6.21% | 2 |
|
|
2022
Q4 | $8.73M | Buy |
36,382
+556
| +2% | +$133K | 5.52% | 2 |
|
|
2022
Q3 | $8.34M | Buy |
35,826
+972
| +3% | +$226K | 5.92% | 2 |
|
|
2022
Q2 | $8.95M | Buy |
34,854
+1,076
| +3% | +$276K | 6.09% | 2 |
|
|
2022
Q1 | $10.4M | Buy |
33,778
+268
| +0.8% | +$82.6K | 6.02% | 2 |
|
|
2021
Q4 | $11.3M | Sell |
33,510
-1,569
| -4% | -$528K | 6.45% | 2 |
|
|
2021
Q3 | $9.89M | Buy |
35,079
+114
| +0.3% | +$32.1K | 6.21% | 2 |
|
|
2021
Q2 | $9.47M | Buy |
34,965
+245
| +0.7% | +$66.4K | 6.05% | 2 |
|
|
2021
Q1 | $8.19M | Buy |
34,720
+635
| +2% | +$150K | 5.79% | 2 |
|
|
2020
Q4 | $7.58M | Buy |
+34,085
| New | +$7.58M | 5.69% | 2 |
|