Chico Wealth RIA’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
2,209
+126
| +6% | +$62.7K | 0.87% | 9 |
|
|
2025
Q1 | $782K | Buy |
2,083
+5
| +0.2% | +$1.88K | 0.68% | 10 |
|
|
2024
Q4 | $876K | Sell |
2,078
-250
| -11% | -$105K | 0.77% | 9 |
|
|
2024
Q3 | $1M | Buy |
2,328
+258
| +12% | +$111K | 0.86% | 11 |
|
|
2024
Q2 | $925K | Buy |
2,070
+157
| +8% | +$70.2K | 0.85% | 12 |
|
|
2024
Q1 | $805K | Buy |
1,913
+461
| +32% | +$194K | 0.76% | 13 |
|
|
2023
Q4 | $546K | Hold |
1,452
| – | – | 0.57% | 14 |
|
|
2023
Q3 | $458K | Sell |
1,452
-4
| -0.3% | -$1.26K | 0.55% | 13 |
|
|
2023
Q2 | $496K | Hold |
1,456
| – | – | 0.59% | 14 |
|
|
2023
Q1 | $420K | Hold |
1,456
| – | – | 0.54% | 14 |
|
|
2022
Q4 | $349K | Hold |
1,456
| – | – | 0.39% | 16 |
|
|
2022
Q3 | $339K | Hold |
1,456
| – | – | 0.39% | 18 |
|
|
2022
Q2 | $374K | Hold |
1,456
| – | – | 0.3% | 19 |
|
|
2022
Q1 | $449K | Buy |
+1,456
| New | +$449K | 0.36% | 19 |
|