FSB Premier 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 | $5.06M | Buy |
10,166
+969
| +11% | +$482K | 1.8% | 8 |
|
|
2025
Q1 | $3.45M | Buy |
9,197
+891
| +11% | +$334K | 1.35% | 15 |
|
|
2024
Q4 | $3.5M | Buy |
8,306
+474
| +6% | +$200K | 1.4% | 14 |
|
|
2024
Q3 | $3.37M | Buy |
7,832
+1,166
| +17% | +$502K | 1.38% | 13 |
|
|
2024
Q2 | $2.98M | Buy |
6,666
+1,284
| +24% | +$574K | 1.35% | 17 |
|
|
2024
Q1 | $2.26M | Buy |
5,382
+84
| +2% | +$35.3K | 1.05% | 23 |
|
|
2023
Q4 | $1.99M | Buy |
5,298
+1,232
| +30% | +$463K | 1% | 23 |
|
|
2023
Q3 | $1.28M | Buy |
4,066
+188
| +5% | +$59.4K | 0.71% | 30 |
|
|
2023
Q2 | $1.32M | Sell |
3,878
-25
| -0.6% | -$8.51K | 0.72% | 34 |
|
|
2023
Q1 | $1.13M | Sell |
3,903
-791
| -17% | -$228K | 0.63% | 37 |
|
|
2022
Q4 | $1.13M | Sell |
4,694
-90
| -2% | -$21.6K | 0.62% | 38 |
|
|
2022
Q3 | $1.11M | Buy |
4,784
+247
| +5% | +$57.5K | 0.65% | 37 |
|
|
2022
Q2 | $1.17M | Hold |
4,537
| – | – | 0.65% | 39 |
|
|
2022
Q1 | $1.31M | Sell |
4,537
-606
| -12% | -$176K | 0.66% | 39 |
|
|
2021
Q4 | $1.73M | Buy |
5,143
+1,449
| +39% | +$487K | 0.72% | 32 |
|
|
2021
Q3 | $1.04M | Sell |
3,694
-238
| -6% | -$67.1K | 0.52% | 36 |
|
|
2021
Q2 | $1.07M | Buy |
3,932
+329
| +9% | +$89.1K | 0.55% | 35 |
|
|
2021
Q1 | $849K | Sell |
3,603
-536
| -13% | -$126K | 0.46% | 40 |
|
|
2020
Q4 | $920K | Buy |
+4,139
| New | +$920K | 0.49% | 42 |
|