Cardinal Strategic Wealth Guidance’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Sell |
8,035
-266
| -3% | -$132K | 1.15% | 14 |
|
|
2025
Q1 | $3.12M | Sell |
8,301
-1,066
| -11% | -$400K | 1% | 16 |
|
|
2024
Q4 | $3.95M | Buy |
9,367
+288
| +3% | +$121K | 1.26% | 13 |
|
|
2024
Q3 | $3.91M | Sell |
9,079
-28
| -0.3% | -$12K | 1.28% | 14 |
|
|
2024
Q2 | $4.07M | Buy |
9,107
+39
| +0.4% | +$17.4K | 1.47% | 14 |
|
|
2024
Q1 | $3.82M | Sell |
9,068
-681
| -7% | -$287K | 1.43% | 14 |
|
|
2023
Q4 | $3.66M | Sell |
9,749
-935
| -9% | -$351K | 1.46% | 13 |
|
|
2023
Q3 | $3.37M | Buy |
10,684
+485
| +5% | +$153K | 1.56% | 10 |
|
|
2023
Q2 | $3.46M | Buy |
10,199
+100
| +1% | +$33.9K | 1.54% | 12 |
|
|
2023
Q1 | $2.9M | Sell |
10,099
-1,462
| -13% | -$420K | 1.35% | 12 |
|
|
2022
Q4 | $2.78M | Sell |
11,561
-37
| -0.3% | -$8.88K | 1.33% | 15 |
|
|
2022
Q3 | $2.71M | Buy |
11,598
+359
| +3% | +$83.9K | 1.44% | 12 |
|
|
2022
Q2 | $2.89M | Sell |
11,239
-499
| -4% | -$128K | 1.48% | 13 |
|
|
2022
Q1 | $3.63M | Sell |
11,738
-201
| -2% | -$62.2K | 1.67% | 13 |
|
|
2021
Q4 | $4.02M | Sell |
11,939
-400
| -3% | -$135K | 1.88% | 13 |
|
|
2021
Q3 | $3.48M | Sell |
12,339
-106
| -0.9% | -$29.9K | 1.82% | 13 |
|
|
2021
Q2 | $3.37M | Sell |
12,445
-224
| -2% | -$60.7K | 1.77% | 14 |
|
|
2021
Q1 | $2.98M | Sell |
12,669
-352
| -3% | -$82.7K | 1.75% | 15 |
|
|
2020
Q4 | $2.89M | Sell |
13,021
-49
| -0.4% | -$10.9K | 1.72% | 12 |
|
|
2020
Q3 | $2.74M | Sell |
13,070
-615
| -4% | -$129K | 1.94% | 11 |
|
|
2020
Q2 | $2.77M | Sell |
13,685
-927
| -6% | -$188K | 2.06% | 11 |
|
|
2020
Q1 | $2.31M | Sell |
14,612
-1,481
| -9% | -$234K | 2.12% | 9 |
|
|
2019
Q4 | $2.54M | Buy |
+16,093
| New | +$2.54M | 2.18% | 8 |
|