Buttonwood Financial Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.5M Buy
27,040
+569
+2% +$283K 5.4% 2
2025
Q1
$9.94M Buy
26,471
+476
+2% +$179K 4.37% 6
2024
Q4
$11M Sell
25,995
-262
-1% -$110K 4.82% 5
2024
Q3
$11.3M Sell
26,257
-109
-0.4% -$46.9K 4.93% 3
2024
Q2
$11.8M Sell
26,366
-3,528
-12% -$1.58M 5.56% 2
2024
Q1
$12.6M Sell
29,894
-1,351
-4% -$568K 5.91% 2
2023
Q4
$11.7M Sell
31,245
-1,507
-5% -$567K 6.4% 2
2023
Q3
$10.3M Sell
32,752
-123
-0.4% -$38.8K 6.55% 2
2023
Q2
$11.2M Buy
32,875
+2,457
+8% +$837K 7.02% 3
2023
Q1
$8.77M Sell
30,418
-2
-0% -$577 6.8% 3
2022
Q4
$7.3M Sell
30,420
-410
-1% -$98.3K 6.14% 4
2022
Q3
$7.22M Buy
30,830
+285
+0.9% +$66.8K 6.51% 3
2022
Q2
$7.85M Buy
30,545
+8,119
+36% +$2.09M 7.08% 3
2022
Q1
$6.91M Buy
22,426
+3,614
+19% +$1.11M 6.24% 3
2021
Q4
$6.33M Buy
+18,812
New +$6.33M 6.19% 4