Evoke 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 | $61.3M | Buy |
123,201
+6,487
| +6% | +$3.23M | 1.4% | 21 |
|
|
2025
Q1 | $43.8M | Buy |
116,714
+9,040
| +8% | +$3.39M | 1.14% | 25 |
|
|
2024
Q4 | $45.4M | Buy |
107,674
+1,905
| +2% | +$803K | 1.26% | 22 |
|
|
2024
Q3 | $45.5M | Buy |
+105,769
| New | +$45.5M | 1.24% | 22 |
|
|
2024
Q2 | – | Sell |
-105,084
| Closed | -$44.2M | – | 286 |
|
|
2024
Q1 | $44.2M | Buy |
+105,084
| New | +$44.2M | 1.31% | 20 |
|
|
2023
Q4 | – | Sell |
-100,621
| Closed | -$31.8M | – | 254 |
|
|
2023
Q3 | $31.8M | Buy |
100,621
+405
| +0.4% | +$128K | 1.12% | 22 |
|
|
2023
Q2 | $34.1M | Sell |
100,216
-794
| -0.8% | -$270K | 1.19% | 22 |
|
|
2023
Q1 | $29.1M | Sell |
101,010
-1,164
| -1% | -$336K | 1.06% | 22 |
|
|
2022
Q4 | $24.5M | Sell |
102,174
-1,584
| -2% | -$380K | 0.89% | 26 |
|
|
2022
Q3 | $24.2M | Buy |
103,758
+398
| +0.4% | +$92.7K | 0.98% | 20 |
|
|
2022
Q2 | $26.5M | Buy |
103,360
+5,662
| +6% | +$1.45M | 0.98% | 20 |
|
|
2022
Q1 | $30.1M | Sell |
97,698
-1
| -0% | -$308 | 0.99% | 20 |
|
|
2021
Q4 | $32.9M | Sell |
97,699
-109
| -0.1% | -$36.7K | 1.04% | 16 |
|
|
2021
Q3 | $27.6M | Sell |
97,808
-1,848
| -2% | -$521K | 1.04% | 18 |
|
|
2021
Q2 | $27M | Buy |
99,656
+1,455
| +1% | +$394K | 1.02% | 17 |
|
|
2021
Q1 | $23.2M | Buy |
98,201
+67,192
| +217% | +$15.8M | 1.05% | 18 |
|
|
2020
Q4 | $6.9M | Buy |
31,009
+1,610
| +5% | +$358K | 0.47% | 26 |
|
|
2020
Q3 | $6.18M | Sell |
29,399
-1,473
| -5% | -$310K | 0.5% | 25 |
|
|
2020
Q2 | $6.28M | Buy |
30,872
+522
| +2% | +$106K | 0.61% | 22 |
|
|
2020
Q1 | $4.79M | Sell |
30,350
-6,267
| -17% | -$988K | 0.68% | 23 |
|
|
2019
Q4 | $5.77M | Sell |
36,617
-186
| -0.5% | -$29.3K | 0.73% | 18 |
|
|
2019
Q3 | $5.12M | Buy |
+36,803
| New | +$5.12M | 0.63% | 24 |
|