Elwood & Goetz Wealth Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
7,025
+532
| +8% | +$265K | 0.76% | 17 |
|
|
2025
Q1 | $2.44M | Sell |
6,493
-1,944
| -23% | -$730K | 0.6% | 20 |
|
|
2024
Q4 | $3.56M | Sell |
8,437
-1
| -0% | -$422 | 0.87% | 17 |
|
|
2024
Q3 | $3.63M | Buy |
8,438
+2,317
| +38% | +$997K | 0.9% | 17 |
|
|
2024
Q2 | $2.74M | Sell |
6,121
-57
| -0.9% | -$25.5K | 0.78% | 17 |
|
|
2024
Q1 | $2.6M | Buy |
6,178
+194
| +3% | +$81.6K | 0.63% | 22 |
|
|
2023
Q4 | $2.25M | Buy |
5,984
+313
| +6% | +$118K | 0.48% | 27 |
|
|
2023
Q3 | $1.79M | Buy |
5,671
+2,249
| +66% | +$710K | 0.42% | 31 |
|
|
2023
Q2 | $1.17M | Buy |
3,422
+300
| +10% | +$102K | 0.27% | 34 |
|
|
2023
Q1 | $900K | Buy |
3,122
+25
| +0.8% | +$7.21K | 0.21% | 35 |
|
|
2022
Q4 | $743K | Sell |
3,097
-23
| -0.7% | -$5.52K | 0.23% | 34 |
|
|
2022
Q3 | $727K | Buy |
3,120
+16
| +0.5% | +$3.73K | 0.25% | 33 |
|
|
2022
Q2 | $797K | Sell |
3,104
-128
| -4% | -$32.9K | 0.27% | 31 |
|
|
2022
Q1 | $997K | Buy |
3,232
+116
| +4% | +$35.8K | 0.31% | 24 |
|
|
2021
Q4 | $1.05M | Buy |
3,116
+257
| +9% | +$86.4K | 0.33% | 23 |
|
|
2021
Q3 | $806K | Buy |
2,859
+350
| +14% | +$98.7K | 0.28% | 24 |
|
|
2021
Q2 | $680K | Hold |
2,509
| – | – | 0.26% | 24 |
|
|
2021
Q1 | $592K | Hold |
2,509
| – | – | 0.25% | 28 |
|
|
2020
Q4 | $558K | Buy |
+2,509
| New | +$558K | 0.25% | 26 |
|