Catalyst Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
4,504
+101
| +2% | +$50.2K | 1% | 20 |
|
|
2025
Q1 | $1.65M | Buy |
4,403
+137
| +3% | +$51.4K | 0.81% | 23 |
|
|
2024
Q4 | $1.8M | Buy |
4,266
+55
| +1% | +$23.2K | 0.8% | 23 |
|
|
2024
Q3 | $1.81M | Buy |
4,211
+106
| +3% | +$45.6K | 0.89% | 23 |
|
|
2024
Q2 | $1.83M | Buy |
4,105
+8
| +0.2% | +$3.58K | 0.97% | 22 |
|
|
2024
Q1 | $1.72M | Buy |
4,097
+125
| +3% | +$52.6K | 0.9% | 23 |
|
|
2023
Q4 | $1.49M | Buy |
3,972
+360
| +10% | +$135K | 0.7% | 27 |
|
|
2023
Q3 | $1.14M | Sell |
3,612
-20
| -0.6% | -$6.32K | 0.67% | 31 |
|
|
2023
Q2 | $1.24M | Sell |
3,632
-563
| -13% | -$192K | 0.78% | 29 |
|
|
2023
Q1 | $1.21M | Buy |
4,195
+270
| +7% | +$77.8K | 0.84% | 27 |
|
|
2022
Q4 | $941K | Buy |
3,925
+136
| +4% | +$32.6K | 0.77% | 28 |
|
|
2022
Q3 | $882K | Buy |
3,789
+294
| +8% | +$68.4K | 0.67% | 25 |
|
|
2022
Q2 | $898K | Buy |
3,495
+90
| +3% | +$23.1K | 0.64% | 29 |
|
|
2022
Q1 | $1.05M | Sell |
3,405
-24
| -0.7% | -$7.4K | 0.53% | 30 |
|
|
2021
Q4 | $1.15M | Buy |
3,429
+149
| +5% | +$50.1K | 0.5% | 27 |
|
|
2021
Q3 | $925K | Buy |
3,280
+150
| +5% | +$42.3K | 0.4% | 23 |
|
|
2021
Q2 | $848K | Buy |
3,130
+426
| +16% | +$115K | 0.47% | 24 |
|
|
2021
Q1 | $638K | Buy |
2,704
+925
| +52% | +$218K | 0.45% | 28 |
|
|
2020
Q4 | $396K | Sell |
1,779
-35
| -2% | -$7.79K | 0.35% | 39 |
|
|
2020
Q3 | $382K | Buy |
+1,814
| New | +$382K | 0.37% | 35 |
|