Bull Oak Capital’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
1,505
-1
| -0.1% | -$497 | 0.34% | 20 |
|
|
2025
Q1 | $565K | Sell |
1,506
-3
| -0.2% | -$1.13K | 0.31% | 16 |
|
|
2024
Q4 | $636K | Buy |
1,509
+232
| +18% | +$97.8K | 0.35% | 15 |
|
|
2024
Q3 | $549K | Buy |
1,277
+234
| +22% | +$101K | 0.32% | 16 |
|
|
2024
Q2 | $466K | Hold |
1,043
| – | – | 0.3% | 15 |
|
|
2024
Q1 | $439K | Hold |
1,043
| – | – | 0.29% | 15 |
|
|
2023
Q4 | $392K | Hold |
1,043
| – | – | 0.1% | 15 |
|
|
2023
Q3 | $329K | Buy |
+1,043
| New | +$329K | 0.36% | 11 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 12 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 14 |
|