Caitlin John’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$912K Sell
1,832
-295
-14% -$147K 0.83% 51
2025
Q1
$798K Sell
2,127
-209
-9% -$78.5K 0.78% 30
2024
Q4
$985K Sell
2,336
-3
-0.1% -$1.27K 0.65% 50
2024
Q3
$995K Sell
2,339
-2,091
-47% -$889K 0.62% 50
2024
Q2
$1.98M Buy
4,430
+276
+7% +$123K 1.42% 11
2024
Q1
$1.75M Buy
4,154
+446
+12% +$188K 1.3% 11
2023
Q4
$1.39M Buy
+3,708
New +$1.39M 1.14% 18