Columbia Advisory Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.51M | Buy |
3,028
+21
| +0.7% | +$10.4K | 1.14% | 15 |
|
2025
Q1 | $1.13M | Buy |
3,007
+279
| +10% | +$105K | 0.98% | 27 |
|
2024
Q4 | $1.15M | Sell |
2,728
-318
| -10% | -$134K | 1.07% | 26 |
|
2024
Q3 | $1.31M | Buy |
3,046
+132
| +5% | +$56.8K | 1.24% | 18 |
|
2024
Q2 | $1.3M | Sell |
2,914
-1,179
| -29% | -$527K | 1.27% | 16 |
|
2024
Q1 | $1.72M | Buy |
4,093
+107
| +3% | +$45K | 1.75% | 10 |
|
2023
Q4 | $1.5M | Buy |
3,986
+218
| +6% | +$82K | 1.54% | 12 |
|
2023
Q3 | $1.19M | Buy |
3,768
+228
| +6% | +$72K | 1.3% | 11 |
|
2023
Q2 | $1.21M | Sell |
3,540
-258
| -7% | -$87.9K | 1.29% | 10 |
|
2023
Q1 | $1.09M | Sell |
3,798
-1,992
| -34% | -$574K | 1.03% | 19 |
|
2022
Q4 | $1.39M | Buy |
5,790
+1,099
| +23% | +$264K | 1.32% | 9 |
|
2022
Q3 | $1.09M | Sell |
4,691
-392
| -8% | -$91.3K | 1.33% | 11 |
|
2022
Q2 | $1.31M | Buy |
5,083
+247
| +5% | +$63.4K | 1.49% | 11 |
|
2022
Q1 | $1.49M | Buy |
4,836
+68
| +1% | +$21K | 1.5% | 12 |
|
2021
Q4 | $1.6M | Buy |
+4,768
| New | +$1.6M | 1.6% | 11 |
|