Elk River 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 | $25.9M | Sell |
52,153
-447
| -0.8% | -$222K | 4.46% | 7 |
|
|
2025
Q1 | $19.7M | Sell |
52,600
-32
| -0.1% | -$12K | 3.7% | 7 |
|
|
2024
Q4 | $22.2M | Sell |
52,632
-466
| -0.9% | -$196K | 4.02% | 7 |
|
|
2024
Q3 | $22.8M | Buy |
53,098
+742
| +1% | +$319K | 4.16% | 6 |
|
|
2024
Q2 | $23.4M | Buy |
52,356
+276
| +0.5% | +$123K | 4.58% | 5 |
|
|
2024
Q1 | $21.9M | Sell |
52,080
-4,765
| -8% | -$2M | 4.46% | 5 |
|
|
2023
Q4 | $21.4M | Sell |
56,845
-137
| -0.2% | -$51.5K | 4.11% | 6 |
|
|
2023
Q3 | $18M | Buy |
56,982
+174
| +0.3% | +$54.9K | 3.98% | 6 |
|
|
2023
Q2 | $19.3M | Sell |
56,808
-1,152
| -2% | -$392K | 4.14% | 6 |
|
|
2023
Q1 | $16.7M | Buy |
57,960
+2,753
| +5% | +$794K | 3.79% | 6 |
|
|
2022
Q4 | $13.2M | Buy |
55,207
+337
| +0.6% | +$80.8K | 3.21% | 6 |
|
|
2022
Q3 | $12.8M | Buy |
54,870
+2,131
| +4% | +$496K | 3.37% | 6 |
|
|
2022
Q2 | $13.5M | Sell |
52,739
-2,464
| -4% | -$633K | 3.43% | 6 |
|
|
2022
Q1 | $17M | Buy |
55,203
+2,544
| +5% | +$784K | 3.72% | 6 |
|
|
2021
Q4 | $17.7M | Buy |
52,659
+1,437
| +3% | +$483K | 4.01% | 6 |
|
|
2021
Q3 | $14.4M | Buy |
51,222
+1,463
| +3% | +$412K | 3.65% | 6 |
|
|
2021
Q2 | $13.5M | Buy |
49,759
+1,013
| +2% | +$274K | 3.49% | 6 |
|
|
2021
Q1 | $11.5M | Buy |
48,746
+3,237
| +7% | +$763K | 3.27% | 7 |
|
|
2020
Q4 | $10.1M | Buy |
+45,509
| New | +$10.1M | 3.35% | 7 |
|