Elevate 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 | $1.05M | Buy |
2,112
+125
| +6% | +$62.2K | 0.75% | 29 |
|
|
2025
Q1 | $746K | Buy |
1,987
+239
| +14% | +$89.7K | 0.53% | 36 |
|
|
2024
Q4 | $737K | Buy |
1,748
+1,043
| +148% | +$440K | 0.55% | 35 |
|
|
2024
Q3 | $303K | Sell |
705
-1
| -0.1% | -$430 | 0.23% | 52 |
|
|
2024
Q2 | $316K | Buy |
706
+102
| +17% | +$45.6K | 0.26% | 49 |
|
|
2024
Q1 | $254K | Sell |
604
-104
| -15% | -$43.8K | 0.22% | 50 |
|
|
2023
Q4 | $266K | Buy |
+708
| New | +$266K | 0.24% | 49 |
|