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