Fonville 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 | $4.64M | Buy |
9,318
+45
| +0.5% | +$22.4K | 1.17% | 26 |
|
|
2025
Q1 | $3.53M | Buy |
9,273
+941
| +11% | +$358K | 1.04% | 27 |
|
|
2024
Q4 | $3.51M | Sell |
8,332
-233
| -3% | -$98.2K | 1.16% | 28 |
|
|
2024
Q3 | $3.69M | Buy |
8,565
+1,000
| +13% | +$430K | 1.27% | 28 |
|
|
2024
Q2 | $3.38M | Buy |
7,565
+424
| +6% | +$190K | 1.34% | 28 |
|
|
2024
Q1 | $3M | Buy |
7,141
+3,120
| +78% | +$1.31M | 1.33% | 29 |
|
|
2023
Q4 | $1.51M | Buy |
+4,021
| New | +$1.51M | 0.8% | 37 |
|