Consilium Wealth Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Sell |
14,986
-35
| -0.2% | -$17.4K | 3.14% | 9 |
|
|
2025
Q1 | $5.64M | Sell |
15,021
-113
| -0.7% | -$42.4K | 2.83% | 11 |
|
|
2024
Q4 | $6.38M | Sell |
15,134
-117
| -0.8% | -$49.3K | 3.04% | 8 |
|
|
2024
Q3 | $6.56M | Buy |
15,251
+422
| +3% | +$182K | 3.58% | 7 |
|
|
2024
Q2 | $6.63M | Buy |
14,829
+327
| +2% | +$146K | 3.62% | 7 |
|
|
2024
Q1 | $6.1M | Buy |
14,502
+409
| +3% | +$172K | 3.43% | 8 |
|
|
2023
Q4 | $5.3M | Buy |
14,093
+796
| +6% | +$299K | 3.19% | 10 |
|
|
2023
Q3 | $4.2M | Buy |
13,297
+482
| +4% | +$152K | 2.94% | 9 |
|
|
2023
Q2 | $4.36M | Buy |
12,815
+1,986
| +18% | +$676K | 3.02% | 9 |
|
|
2023
Q1 | $3.12M | Sell |
10,829
-92
| -0.8% | -$26.5K | 2.66% | 12 |
|
|
2022
Q4 | $2.62M | Sell |
10,921
-1,699
| -13% | -$407K | 2.23% | 13 |
|
|
2022
Q3 | $2.94M | Buy |
12,620
+816
| +7% | +$190K | 3.28% | 8 |
|
|
2022
Q2 | $3.03M | Buy |
11,804
+883
| +8% | +$227K | 3.26% | 8 |
|
|
2022
Q1 | $3.37M | Sell |
10,921
-527
| -5% | -$162K | 2.41% | 11 |
|
|
2021
Q4 | $3.85M | Buy |
+11,448
| New | +$3.85M | 2.49% | 10 |
|