Gentry Private 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 | $1.27M | Sell |
2,559
-19
| -0.7% | -$9.45K | 0.97% | 16 |
|
|
2025
Q1 | $968K | Buy |
+2,578
| New | +$968K | 0.8% | 20 |
|
|
2024
Q4 | – | Sell |
-2,573
| Closed | -$1.11M | – | 62 |
|
|
2024
Q3 | $1.11M | Sell |
2,573
-3
| -0.1% | -$1.29K | 0.9% | 20 |
|
|
2024
Q2 | $1.15M | Buy |
+2,576
| New | +$1.15M | 1.01% | 14 |
|