Foundation Wealth Management (Missouri)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
3,684
+86
| +2% | +$42.8K | 1.28% | 17 |
|
|
2025
Q1 | $1.35M | Sell |
3,598
-327
| -8% | -$123K | 1.06% | 19 |
|
|
2024
Q4 | $1.65M | Buy |
3,925
+327
| +9% | +$138K | 1.28% | 16 |
|
|
2024
Q3 | $1.55M | Sell |
3,598
-133
| -4% | -$57.2K | 1.17% | 18 |
|
|
2024
Q2 | $1.67M | Buy |
3,731
+48
| +1% | +$21.5K | 1.31% | 17 |
|
|
2024
Q1 | $1.55M | Sell |
3,683
-488
| -12% | -$205K | 1.26% | 18 |
|
|
2023
Q4 | $1.57M | Sell |
4,171
-389
| -9% | -$146K | 1.4% | 18 |
|
|
2023
Q3 | $1.44M | Buy |
4,560
+1,381
| +43% | +$436K | 1.44% | 17 |
|
|
2023
Q2 | $1.08M | Sell |
3,179
-24
| -0.7% | -$8.17K | 1.06% | 22 |
|
|
2023
Q1 | $923K | Sell |
3,203
-1,551
| -33% | -$447K | 0.95% | 24 |
|
|
2022
Q4 | $1.14M | Buy |
+4,754
| New | +$1.14M | 1.16% | 22 |
|