Cove Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Buy |
46,491
+11,197
| +32% | +$5.57M | 8.15% | 2 |
|
|
2025
Q1 | $13.2M | Buy |
35,294
+5,325
| +18% | +$2M | 6.97% | 3 |
|
|
2024
Q4 | $12.6M | Buy |
29,969
+4,696
| +19% | +$1.98M | 7.59% | 3 |
|
|
2024
Q3 | $10.9M | Hold |
25,273
| – | – | 8.44% | 3 |
|
|
2024
Q2 | $11.3M | Sell |
25,273
-863
| -3% | -$386K | 9.03% | 2 |
|
|
2024
Q1 | $11M | Hold |
26,136
| – | – | 9.39% | 2 |
|
|
2023
Q4 | $9.83M | Buy |
+26,136
| New | +$9.83M | 9.32% | 2 |
|