Delap 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 | $4.44M | Sell |
8,936
-51
| -0.6% | -$25.4K | 2.13% | 13 |
|
|
2025
Q1 | $3.37M | Sell |
8,987
-6,733
| -43% | -$2.53M | 1.88% | 13 |
|
|
2024
Q4 | $6.63M | Buy |
15,720
+605
| +4% | +$255K | 3.96% | 8 |
|
|
2024
Q3 | $6.5M | Sell |
15,115
-1,239
| -8% | -$533K | 4.11% | 9 |
|
|
2024
Q2 | $7.31M | Sell |
16,354
-14,978
| -48% | -$6.69M | 3.36% | 8 |
|
|
2024
Q1 | $13.2M | Sell |
31,332
-33,706
| -52% | -$14.2M | 5.33% | 3 |
|
|
2023
Q4 | $24.5M | Buy |
65,038
+62,618
| +2,588% | +$23.5M | 11.07% | 2 |
|
|
2023
Q3 | $764K | Buy |
2,420
+423
| +21% | +$134K | 0.74% | 22 |
|
|
2023
Q2 | $680K | Sell |
1,997
-2,410
| -55% | -$821K | 0.67% | 24 |
|
|
2023
Q1 | $1.27M | Sell |
4,407
-3,904
| -47% | -$1.13M | 1.3% | 19 |
|
|
2022
Q4 | $1.99M | Buy |
+8,311
| New | +$1.99M | 2.08% | 14 |
|