Flagship Private 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 | $333K | Sell |
670
-32
| -5% | -$15.9K | 0.14% | 76 |
|
|
2025
Q1 | $263K | Sell |
702
-215
| -23% | -$80.7K | 0.13% | 83 |
|
|
2024
Q4 | $386K | Buy |
917
+1
| +0.1% | +$421 | 0.19% | 72 |
|
|
2024
Q3 | $394K | Buy |
916
+3
| +0.3% | +$1.29K | 0.2% | 67 |
|
|
2024
Q2 | $408K | Buy |
913
+25
| +3% | +$11.2K | 0.24% | 62 |
|
|
2024
Q1 | $374K | Buy |
888
+266
| +43% | +$112K | 0.24% | 65 |
|
|
2023
Q4 | $234K | Sell |
622
-46
| -7% | -$17.3K | 0.18% | 68 |
|
|
2023
Q3 | $211K | Buy |
668
+24
| +4% | +$7.58K | 0.19% | 70 |
|
|
2023
Q2 | $219K | Buy |
+644
| New | +$219K | 0.18% | 71 |
|
|
2021
Q3 | – | Sell |
-506
| Closed | -$142K | – | 212 |
|
|
2021
Q2 | $142K | Buy |
506
+121
| +31% | +$33.9K | 0.11% | 79 |
|
|
2021
Q1 | $95.9K | Sell |
385
-175
| -31% | -$43.6K | 0.08% | 92 |
|
|
2020
Q4 | $130K | Buy |
+560
| New | +$130K | 0.12% | 74 |
|