Fingerlakes 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 | $2.54M | Sell |
5,106
-16
| -0.3% | -$7.96K | 1.9% | 15 |
|
|
2025
Q1 | $1.92M | Sell |
5,122
-142
| -3% | -$53.3K | 1.64% | 22 |
|
|
2024
Q4 | $2.22M | Sell |
5,264
-46
| -0.9% | -$19.4K | 1.79% | 19 |
|
|
2024
Q3 | $2.28M | Buy |
5,310
+58
| +1% | +$25K | 1.9% | 18 |
|
|
2024
Q2 | $2.35M | Sell |
5,252
-103
| -2% | -$46K | 2.11% | 14 |
|
|
2024
Q1 | $2.25M | Buy |
5,355
+77
| +1% | +$32.4K | 2.18% | 12 |
|
|
2023
Q4 | $1.98M | Sell |
5,278
-18
| -0.3% | -$6.77K | 2.13% | 14 |
|
|
2023
Q3 | $1.67M | Buy |
5,296
+879
| +20% | +$278K | 2.04% | 15 |
|
|
2023
Q2 | $1.5M | Sell |
4,417
-76
| -2% | -$25.9K | 1.72% | 17 |
|
|
2023
Q1 | $1.3M | Sell |
4,493
-89
| -2% | -$25.7K | 1.61% | 19 |
|
|
2022
Q4 | $1.1M | Sell |
4,582
-5
| -0.1% | -$1.2K | 1.51% | 21 |
|
|
2022
Q3 | $1.07M | Sell |
4,587
-123
| -3% | -$28.6K | 1.56% | 21 |
|
|
2022
Q2 | $1.21M | Buy |
4,710
+13
| +0.3% | +$3.34K | 1.66% | 18 |
|
|
2022
Q1 | $1.45M | Sell |
4,697
-93
| -2% | -$28.7K | 1.69% | 16 |
|
|
2021
Q4 | $1.62M | Buy |
+4,790
| New | +$1.62M | 1.82% | 14 |
|