Cherrydale Wealth 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 | $3.22M | Buy |
6,483
+149
| +2% | +$74.1K | 1.12% | 14 |
|
|
2025
Q1 | $2.38M | Sell |
6,334
-255
| -4% | -$95.7K | 0.94% | 14 |
|
|
2024
Q4 | $2.78M | Buy |
6,589
+270
| +4% | +$114K | 1.07% | 14 |
|
|
2024
Q3 | $2.72M | Buy |
6,319
+26
| +0.4% | +$11.2K | 1.11% | 13 |
|
|
2024
Q2 | $2.81M | Buy |
6,293
+637
| +11% | +$285K | 1.23% | 11 |
|
|
2024
Q1 | $2.38M | Buy |
5,656
+884
| +19% | +$372K | 1.11% | 12 |
|
|
2023
Q4 | $1.79M | Buy |
4,772
+309
| +7% | +$116K | 0.94% | 15 |
|
|
2023
Q3 | $1.41M | Buy |
4,463
+106
| +2% | +$33.5K | 0.84% | 16 |
|
|
2023
Q2 | $1.48M | Buy |
4,357
+238
| +6% | +$81.1K | 1.04% | 12 |
|
|
2023
Q1 | $1.19M | Buy |
4,119
+1,275
| +45% | +$368K | 0.9% | 12 |
|
|
2022
Q4 | $682K | Sell |
2,844
-1,774
| -38% | -$425K | 0.56% | 16 |
|
|
2022
Q3 | $1.08M | Buy |
4,618
+116
| +3% | +$27K | 0.99% | 13 |
|
|
2022
Q2 | $1.16M | Sell |
4,502
-1,097
| -20% | -$282K | 1.06% | 13 |
|
|
2022
Q1 | $1.73M | Buy |
5,599
+1,439
| +35% | +$444K | 1.27% | 10 |
|
|
2021
Q4 | $1.4M | Buy |
+4,160
| New | +$1.4M | 1.05% | 14 |
|