Gen-Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.24M | Sell |
6,514
-95
| -1% | -$47.3K | 1.25% | 12 |
|
2025
Q1 | $2.48M | Buy |
6,609
+198
| +3% | +$74.3K | 1.04% | 13 |
|
2024
Q4 | $2.7M | Sell |
6,411
-504
| -7% | -$212K | 1.16% | 12 |
|
2024
Q3 | $2.99M | Buy |
6,915
+656
| +10% | +$284K | 1.31% | 11 |
|
2024
Q2 | $2.8M | Buy |
6,259
+155
| +3% | +$69.3K | 1.35% | 8 |
|
2024
Q1 | $2.57M | Buy |
+6,104
| New | +$2.57M | 1.27% | 11 |
|