Copperwynd Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
10,917
-142
| -1% | -$70.6K | 1.35% | 18 |
|
|
2025
Q1 | $4.15M | Sell |
11,059
-985
| -8% | -$370K | 1.15% | 16 |
|
|
2024
Q4 | $5.08M | Buy |
12,044
+3,098
| +35% | +$1.31M | 1.4% | 16 |
|
|
2024
Q3 | $3.85M | Buy |
8,946
+956
| +12% | +$411K | 1.16% | 15 |
|
|
2024
Q2 | $3.34M | Buy |
7,990
+1,036
| +15% | +$433K | 1.09% | 17 |
|
|
2024
Q1 | $2.93M | Buy |
6,954
+977
| +16% | +$411K | 1.05% | 16 |
|
|
2023
Q4 | $2.25M | Sell |
5,977
-61
| -1% | -$22.9K | 0.89% | 18 |
|
|
2023
Q3 | $1.91M | Sell |
6,038
-295
| -5% | -$93.2K | 0.9% | 18 |
|
|
2023
Q2 | $2.16M | Buy |
6,333
+1
| +0% | +$341 | 1% | 18 |
|
|
2023
Q1 | $1.83M | Buy |
6,332
+979
| +18% | +$282K | 0.93% | 26 |
|
|
2022
Q4 | $1.28M | Sell |
5,353
-250
| -4% | -$60K | 0.72% | 33 |
|
|
2022
Q3 | $1.31M | Sell |
5,603
-40
| -0.7% | -$9.32K | 0.75% | 30 |
|
|
2022
Q2 | $1.45M | Sell |
5,643
-234
| -4% | -$60.1K | 0.85% | 29 |
|
|
2022
Q1 | $1.81M | Sell |
5,877
-348
| -6% | -$107K | 0.75% | 31 |
|
|
2021
Q4 | $2.09M | Buy |
6,225
+458
| +8% | +$154K | 0.79% | 17 |
|
|
2021
Q3 | $1.63M | Buy |
5,767
+2,443
| +73% | +$689K | 0.67% | 21 |
|
|
2021
Q2 | $901K | Buy |
3,324
+636
| +24% | +$172K | 0.38% | 39 |
|
|
2021
Q1 | $634K | Buy |
2,688
+290
| +12% | +$68.4K | 0.28% | 54 |
|
|
2020
Q4 | $533K | Buy |
2,398
+392
| +20% | +$87.1K | 0.26% | 65 |
|
|
2020
Q3 | $422K | Buy |
2,006
+419
| +26% | +$88.1K | 0.22% | 74 |
|
|
2020
Q2 | $323K | Buy |
+1,587
| New | +$323K | 0.19% | 84 |
|