Dynasty Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
884
-19,214
| -96% | -$9.56M | 0.01% | 192 |
|
|
2025
Q1 | $7.54M | Sell |
20,098
-924
| -4% | -$347K | 0.13% | 51 |
|
|
2024
Q4 | $8.86M | Buy |
21,022
+1,059
| +5% | +$446K | 0.15% | 48 |
|
|
2024
Q3 | $8.59M | Sell |
19,963
-6,027
| -23% | -$2.59M | 0.26% | 33 |
|
|
2024
Q2 | $11.6M | Buy |
25,990
+912
| +4% | +$408K | 0.34% | 36 |
|
|
2024
Q1 | $10.6M | Buy |
+25,078
| New | +$10.6M | 0.34% | 32 |
|
|
2018
Q4 | – | Sell |
-15,390
| Closed | -$1.76M | – | 67 |
|
|
2018
Q3 | $1.76M | Buy |
15,390
+12,114
| +370% | +$1.39M | 2.27% | 11 |
|
|
2018
Q2 | $323K | Buy |
3,276
+20
| +0.6% | +$1.97K | 0.67% | 42 |
|
|
2018
Q1 | $297K | Sell |
3,256
-2,937
| -47% | -$268K | 0.12% | 43 |
|
|
2017
Q4 | $530K | Buy |
+6,193
| New | +$530K | 0.92% | 26 |
|