Cardinal Point Capital Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
27,824
+22,327
| +406% | +$11.1M | 1.1% | 26 |
|
|
2025
Q1 | $6.46M | Buy |
5,497
+241
| +5% | +$283K | 0.59% | 46 |
|
|
2024
Q4 | $2.22M | Buy |
5,256
+2,796
| +114% | +$1.18M | 0.35% | 25 |
|
|
2024
Q3 | $1.06M | Buy |
2,460
+1,084
| +79% | +$466K | 0.18% | 33 |
|
|
2024
Q2 | $615K | Buy |
1,376
+340
| +33% | +$152K | 0.11% | 43 |
|
|
2024
Q1 | $436K | Buy |
1,036
+56
| +6% | +$23.6K | 0.08% | 51 |
|
|
2023
Q4 | $369K | Sell |
980
-315
| -24% | -$118K | 0.09% | 51 |
|
|
2023
Q3 | $409K | Buy |
+1,295
| New | +$409K | 0.11% | 51 |
|
|
2023
Q2 | – | Sell |
-2,898
| Closed | -$835K | – | 77 |
|
|
2023
Q1 | $835K | Buy |
2,898
+184
| +7% | +$53K | 0.25% | 36 |
|
|
2022
Q4 | $651K | Buy |
+2,714
| New | +$651K | 0.22% | 37 |
|