Dodds 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 | $912K | Buy |
1,833
+25
| +1% | +$12.4K | 0.24% | 28 |
|
|
2025
Q1 | $679K | Sell |
1,808
-12
| -0.7% | -$4.51K | 0.22% | 32 |
|
|
2024
Q4 | $812K | Sell |
1,820
-50
| -3% | -$22.3K | 0.26% | 31 |
|
|
2024
Q3 | $778K | Buy |
1,870
+52
| +3% | +$21.6K | 0.26% | 30 |
|
|
2024
Q2 | $835K | Buy |
1,818
+201
| +12% | +$92.3K | 0.33% | 26 |
|
|
2024
Q1 | $680K | Buy |
1,617
+356
| +28% | +$150K | 0.28% | 29 |
|
|
2023
Q4 | $474K | Buy |
+1,261
| New | +$474K | 0.24% | 36 |
|