Clarity Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
10,243
+163
| +2% | +$81.1K | 1.26% | 27 |
|
|
2025
Q1 | $3.78M | Buy |
10,080
+58
| +0.6% | +$21.8K | 1.05% | 28 |
|
|
2024
Q4 | $4.22M | Sell |
10,022
-31
| -0.3% | -$13.1K | 1.15% | 28 |
|
|
2024
Q3 | $4.33M | Buy |
10,053
+367
| +4% | +$158K | 1.26% | 28 |
|
|
2024
Q2 | $4.33M | Sell |
9,686
-217
| -2% | -$97K | 1.4% | 25 |
|
|
2024
Q1 | $4.17M | Buy |
9,903
+318
| +3% | +$134K | 1.41% | 24 |
|
|
2023
Q4 | $3.6M | Buy |
9,585
+148
| +2% | +$55.7K | 1.36% | 20 |
|
|
2023
Q3 | $2.98M | Buy |
9,437
+789
| +9% | +$249K | 1.35% | 22 |
|
|
2023
Q2 | $2.94M | Buy |
8,648
+825
| +11% | +$281K | 1.32% | 22 |
|
|
2023
Q1 | $2.26M | Buy |
7,823
+208
| +3% | +$60K | 1.15% | 23 |
|
|
2022
Q4 | $1.83M | Buy |
7,615
+279
| +4% | +$66.9K | 1.05% | 23 |
|
|
2022
Q3 | $1.71M | Sell |
7,336
-517
| -7% | -$120K | 1.03% | 24 |
|
|
2022
Q2 | $2.02M | Buy |
7,853
+1,124
| +17% | +$289K | 1.15% | 24 |
|
|
2022
Q1 | $2.07M | Buy |
6,729
+142
| +2% | +$43.8K | 0.98% | 25 |
|
|
2021
Q4 | $2.22M | Sell |
6,587
-106
| -2% | -$35.6K | 1.03% | 27 |
|
|
2021
Q3 | $1.89M | Buy |
6,693
+84
| +1% | +$23.7K | 0.93% | 28 |
|
|
2021
Q2 | $1.79M | Sell |
6,609
-10
| -0.2% | -$2.71K | 0.93% | 29 |
|
|
2021
Q1 | $1.56M | Sell |
6,619
-204
| -3% | -$48.1K | 0.89% | 30 |
|
|
2020
Q4 | $1.52M | Buy |
6,823
+22
| +0.3% | +$4.89K | 0.92% | 31 |
|
|
2020
Q3 | $1.43M | Sell |
6,801
-1,400
| -17% | -$294K | 1.03% | 25 |
|
|
2020
Q2 | $1.67M | Sell |
8,201
-179
| -2% | -$36.4K | 1.32% | 25 |
|
|
2020
Q1 | $1.32M | Buy |
8,380
+596
| +8% | +$94K | 1.37% | 23 |
|
|
2019
Q4 | $1.23M | Buy |
+7,784
| New | +$1.23M | 1.03% | 24 |
|