Capstone Wealth Management Group (Pennsylvania)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
11,665
+5,178
| +80% | +$2.58M | 5.57% | 4 |
|
|
2025
Q1 | $2.44M | Sell |
6,487
-1,132
| -15% | -$425K | 1.39% | 23 |
|
|
2024
Q4 | $3.21M | Buy |
7,619
+828
| +12% | +$349K | 1.72% | 18 |
|
|
2024
Q3 | $2.92M | Sell |
6,791
-6
| -0.1% | -$2.58K | 1.73% | 17 |
|
|
2024
Q2 | $3.04M | Buy |
6,797
+17
| +0.3% | +$7.6K | 1.99% | 14 |
|
|
2024
Q1 | $2.85M | Sell |
6,780
-159
| -2% | -$66.9K | 2.05% | 13 |
|
|
2023
Q4 | $2.61M | Sell |
6,939
-1,213
| -15% | -$456K | 2.47% | 12 |
|
|
2023
Q3 | $2.57M | Sell |
8,152
-87
| -1% | -$27.5K | 2.67% | 12 |
|
|
2023
Q2 | $2.81M | Sell |
8,239
-1,166
| -12% | -$397K | 2.9% | 11 |
|
|
2023
Q1 | $2.71M | Sell |
9,405
-915
| -9% | -$264K | 3.01% | 10 |
|
|
2022
Q4 | $2.47M | Buy |
10,320
+901
| +10% | +$216K | 2.66% | 12 |
|
|
2022
Q3 | $2.19M | Buy |
9,419
+310
| +3% | +$72.2K | 2.81% | 10 |
|
|
2022
Q2 | $2.34M | Buy |
9,109
+7
| +0.1% | +$1.8K | 2.82% | 10 |
|
|
2022
Q1 | $2.81M | Sell |
9,102
-711
| -7% | -$219K | 2.8% | 10 |
|
|
2021
Q4 | $3.3M | Buy |
+9,813
| New | +$3.3M | 2.68% | 11 |
|