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 |
|