DiNuzzo 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
$2.03M Sell
4,079
-691
-14% -$344K 0.24% 30
2025
Q1
$1.79M Sell
4,770
-16
-0.3% -$6.01K 0.23% 31
2024
Q4
$2.02M Sell
4,786
-667
-12% -$281K 0.26% 29
2024
Q3
$2.35M Buy
5,453
+1,603
+42% +$690K 0.29% 28
2024
Q2
$1.72M Buy
3,850
+191
+5% +$85.4K 0.23% 29
2024
Q1
$1.54M Buy
3,659
+620
+20% +$261K 0.21% 29
2023
Q4
$1.14M Buy
+3,039
New +$1.14M 0.16% 30