Financial & Tax Architects’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
5,784
+297
| +5% | +$148K | 0.7% | 41 |
|
|
2025
Q1 | $2.06M | Buy |
5,487
+139
| +3% | +$52.2K | 0.52% | 48 |
|
|
2024
Q4 | $2.25M | Buy |
5,348
+115
| +2% | +$48.5K | 0.57% | 44 |
|
|
2024
Q3 | $2.25M | Buy |
5,233
+172
| +3% | +$74K | 0.58% | 44 |
|
|
2024
Q2 | $2.26M | Buy |
5,061
+537
| +12% | +$240K | 0.61% | 42 |
|
|
2024
Q1 | $1.9M | Buy |
4,524
+665
| +17% | +$280K | 0.52% | 45 |
|
|
2023
Q4 | $1.45M | Sell |
3,859
-578
| -13% | -$217K | 0.43% | 44 |
|
|
2023
Q3 | $1.4M | Buy |
4,437
+371
| +9% | +$117K | 0.44% | 44 |
|
|
2023
Q2 | $1.38M | Sell |
4,066
-160
| -4% | -$54.5K | 0.43% | 43 |
|
|
2023
Q1 | $1.22M | Buy |
4,226
+86
| +2% | +$24.8K | 0.4% | 45 |
|
|
2022
Q4 | $995K | Sell |
4,140
-791
| -16% | -$190K | 0.34% | 49 |
|
|
2022
Q3 | $1.15M | Sell |
4,931
-605
| -11% | -$141K | 0.43% | 43 |
|
|
2022
Q2 | $1.42M | Sell |
5,536
-999
| -15% | -$257K | 0.54% | 43 |
|
|
2022
Q1 | $2.01M | Sell |
6,535
-231
| -3% | -$71.2K | 0.76% | 42 |
|
|
2021
Q4 | $2.28M | Buy |
6,766
+34
| +0.5% | +$11.4K | 0.93% | 39 |
|
|
2021
Q3 | $1.9M | Buy |
6,732
+1,857
| +38% | +$524K | 0.86% | 40 |
|
|
2021
Q2 | $1.32M | Buy |
4,875
+127
| +3% | +$34.4K | 0.65% | 45 |
|
|
2021
Q1 | $1.12M | Buy |
+4,748
| New | +$1.12M | 0.63% | 43 |
|