EWG Elevate’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.07M Buy
6,162
+621
+11% +$309K 0.94% 35
2025
Q1
$2.08M Sell
5,541
-197
-3% -$74K 0.78% 38
2024
Q4
$2.42M Buy
5,738
+75
+1% +$31.6K 0.74% 40
2024
Q3
$2.44M Buy
5,663
+18
+0.3% +$7.75K 0.98% 26
2024
Q2
$2.52M Buy
5,645
+63
+1% +$28.2K 0.92% 34
2024
Q1
$2.35M Sell
5,582
-171
-3% -$71.9K 0.89% 38
2023
Q4
$2.16M Buy
5,753
+76
+1% +$28.6K 0.9% 35
2023
Q3
$1.79M Sell
5,677
-107
-2% -$33.8K 0.81% 40
2023
Q2
$1.97M Sell
5,784
-31
-0.5% -$10.6K 0.81% 40
2023
Q1
$1.68M Sell
5,815
-509
-8% -$147K 0.72% 43
2022
Q4
$1.52M Buy
6,324
+1,284
+25% +$308K 0.76% 32
2022
Q3
$1.17M Sell
5,040
-49
-1% -$11.4K 0.66% 32
2022
Q2
$1.31M Buy
5,089
+53
+1% +$13.6K 0.64% 37
2022
Q1
$1.55M Buy
5,036
+248
+5% +$76.5K 0.61% 38
2021
Q4
$1.61M Buy
4,788
+326
+7% +$110K 0.79% 34
2021
Q3
$1.26M Buy
4,462
+98
+2% +$27.6K 0.52% 39
2021
Q2
$1.19M Buy
4,364
+85
+2% +$23.1K 0.46% 42
2021
Q1
$1.01M Buy
4,279
+9
+0.2% +$2.12K 0.45% 42
2020
Q4
$950K Sell
4,270
-182
-4% -$40.5K 0.44% 48
2020
Q3
$936K Sell
4,452
-104
-2% -$21.9K 0.54% 32
2020
Q2
$927K Buy
4,556
+2
+0% +$407 0.63% 30
2020
Q1
$718K Buy
4,554
+353
+8% +$55.7K 0.54% 37
2019
Q4
$662K Buy
+4,201
New +$662K 0.36% 47