Brown 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 | $1.98M | Buy |
3,988
+978
| +32% | +$487K | 0.62% | 37 |
|
|
2025
Q1 | $1.13M | Buy |
3,010
+51
| +2% | +$19.1K | 0.39% | 46 |
|
|
2024
Q4 | $1.25M | Buy |
2,959
+86
| +3% | +$36.2K | 0.44% | 39 |
|
|
2024
Q3 | $1.24M | Buy |
2,873
+121
| +4% | +$52.1K | 0.45% | 36 |
|
|
2024
Q2 | $1.23M | Buy |
2,752
+20
| +0.7% | +$8.94K | 0.5% | 38 |
|
|
2024
Q1 | $1.15M | Buy |
2,732
+1,046
| +62% | +$440K | 0.48% | 37 |
|
|
2023
Q4 | $634K | Buy |
1,686
+64
| +4% | +$24.1K | 0.28% | 47 |
|
|
2023
Q3 | $512K | Sell |
1,622
-501
| -24% | -$158K | 0.24% | 47 |
|
|
2023
Q2 | $723K | Buy |
+2,123
| New | +$723K | 0.37% | 45 |
|