Fusion Family Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Hold |
1,031
| – | – | 0.04% | 31 |
|
|
2025
Q1 | $387K | Hold |
1,031
| – | – | 0.04% | 33 |
|
|
2024
Q4 | $435K | Buy |
1,031
+140
| +16% | +$59K | 0.04% | 33 |
|
|
2024
Q3 | $383K | Buy |
891
+234
| +36% | +$101K | 0.04% | 34 |
|
|
2024
Q2 | $294K | Hold |
657
| – | – | 0.03% | 37 |
|
|
2024
Q1 | $276K | Hold |
657
| – | – | 0.03% | 39 |
|
|
2023
Q4 | $247K | Hold |
657
| – | – | 0.03% | 37 |
|
|
2023
Q3 | $207K | Hold |
657
| – | – | 0.03% | 40 |
|
|
2023
Q2 | $224K | Buy |
+657
| New | +$224K | 0.03% | 41 |
|
|
2019
Q1 | – | Sell |
-4,031
| Closed | -$409K | – | 211 |
|
|
2018
Q4 | $409K | Buy |
4,031
+362
| +10% | +$36.7K | 0.12% | 45 |
|
|
2018
Q3 | $420K | Sell |
3,669
-3,664,155
| -100% | -$419M | 0.11% | 41 |
|
|
2018
Q2 | $362K | Buy |
3,667,824
+3,664,360
| +105,784% | +$362K | 0.1% | 48 |
|
|
2018
Q1 | $316K | Buy |
3,464
+1
| +0% | +$91 | 0.11% | 43 |
|
|
2017
Q4 | $292K | Buy |
3,463
+2,975
| +610% | +$251K | 0.07% | 56 |
|
|
2017
Q3 | $36K | Sell |
488
-2,560
| -84% | -$189K | 0.01% | 102 |
|
|
2017
Q2 | $210K | Sell |
3,048
-23
| -0.7% | -$1.59K | 0.07% | 72 |
|
|
2017
Q1 | $202K | Sell |
3,071
-627
| -17% | -$41.2K | 0.08% | 70 |
|
|
2016
Q4 | $231K | Buy |
+3,698
| New | +$231K | 0.14% | 67 |
|