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Flagship Private Wealth’s Microsoft MSFT Stock Holding History

Flagship Private Wealth’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Sell
660
-45
-6% -$18.8K 0.1% 98
2025
Q4 		$341K Buy
705
+34
+5% +$17K 0.13% 85
2025
Q3 		$347K Buy
671
+1
+0.1% +$510 0.14% 79
2025
Q2 		$333K Sell
670
-32
-5% -$13.9K 0.14% 76
2025
Q1 		$263K Sell
702
-215
-23% -$87.7K 0.13% 83
2024
Q4 		$386K Buy
917
+1
+0.1% +$426 0.19% 72
2024
Q3 		$394K Buy
916
+3
+0.3% +$1.28K 0.2% 67
2024
Q2 		$408K Buy
913
+25
+3% +$10.6K 0.24% 62
2024
Q1 		$374K Buy
888
+266
+43% +$108K 0.24% 65
2023
Q4 		$234K Sell
622
-46
-7% -$16.4K 0.18% 68
2023
Q3 		$211K Buy
668
+24
+4% +$7.93K 0.19% 70
2023
Q2 		$219K Buy
+644
New +$202K 0.18% 71
2021
Q3 		– Sell
-506
Closed -$142K – 212
2021
Q2 		$142K Buy
506
+121
+31% +$30.8K 0.11% 79
2021
Q1 		$95.9K Sell
385
-175
-31% -$40.6K 0.08% 92
2020
Q4 		$130K Buy
+560
New +$120K 0.12% 74

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VPM
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Morgan Stanley
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T. Rowe Price Associates
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return