Fulcrum Equity 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 | $416K | Buy |
836
+157
| +23% | +$78.1K | 0.43% | 57 |
|
|
2025
Q1 | $255K | Sell |
679
-1,263
| -65% | -$474K | 0.28% | 77 |
|
|
2024
Q4 | $819K | Buy |
1,942
+286
| +17% | +$121K | 0.81% | 40 |
|
|
2024
Q3 | $713K | Sell |
1,656
-776
| -32% | -$334K | 0.6% | 48 |
|
|
2024
Q2 | $1.09M | Buy |
2,432
+782
| +47% | +$349K | 0.98% | 39 |
|
|
2024
Q1 | $694K | Buy |
1,650
+742
| +82% | +$312K | 0.82% | 39 |
|
|
2023
Q4 | $342K | Buy |
908
+216
| +31% | +$81.2K | 0.42% | 64 |
|
|
2023
Q3 | $218K | Buy |
+692
| New | +$218K | 0.26% | 90 |
|
|
2022
Q1 | – | Sell |
-2,936
| Closed | -$987K | – | 167 |
|
|
2021
Q4 | $987K | Buy |
2,936
+94
| +3% | +$31.6K | 0.37% | 64 |
|
|
2021
Q3 | $801K | Buy |
2,842
+2,039
| +254% | +$575K | 0.31% | 73 |
|
|
2021
Q2 | $218K | Buy |
+803
| New | +$218K | 0.08% | 173 |
|