Coastwise Capital Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Buy |
10,975
+161
| +1% | +$80.1K | 4.35% | 4 |
|
|
2025
Q1 | $4.06M | Buy |
10,814
+2,461
| +29% | +$924K | 3.42% | 5 |
|
|
2024
Q4 | $3.52M | Buy |
8,353
+658
| +9% | +$277K | 2.81% | 7 |
|
|
2024
Q3 | $3.31M | Buy |
7,695
+982
| +15% | +$423K | 2.73% | 7 |
|
|
2024
Q2 | $3M | Sell |
6,713
-38
| -0.6% | -$17K | 2.86% | 7 |
|
|
2024
Q1 | $2.84M | Sell |
6,751
-145
| -2% | -$61K | 2.63% | 9 |
|
|
2023
Q4 | $2.59M | Buy |
6,896
+48
| +0.7% | +$18K | 2.64% | 8 |
|
|
2023
Q3 | $2.16M | Buy |
6,848
+776
| +13% | +$245K | 2.48% | 8 |
|
|
2023
Q2 | $2.07M | Sell |
6,072
-1,954
| -24% | -$665K | 2.34% | 9 |
|
|
2023
Q1 | $2.31M | Buy |
8,026
+1,004
| +14% | +$289K | 2.64% | 8 |
|
|
2022
Q4 | $1.68M | Buy |
7,022
+589
| +9% | +$141K | 2% | 9 |
|
|
2022
Q3 | $1.5M | Buy |
6,433
+152
| +2% | +$35.4K | 2.37% | 6 |
|
|
2022
Q2 | $1.61M | Buy |
6,281
+1,783
| +40% | +$458K | 1.96% | 12 |
|
|
2022
Q1 | $1.39M | Buy |
+4,498
| New | +$1.39M | 1.72% | 13 |
|