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 |
|