Golden State Equity 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 | $19.9M | Buy |
40,065
+1,736
| +5% | +$864K | 3.69% | 3 |
|
|
2025
Q1 | $14.4M | Sell |
38,329
-708
| -2% | -$266K | 2.85% | 3 |
|
|
2024
Q4 | $16.5M | Buy |
39,037
+35,986
| +1,179% | +$15.2M | 3.14% | 3 |
|
|
2024
Q3 | $1.31M | Sell |
3,051
-34,970
| -92% | -$15M | 0.69% | 25 |
|
|
2024
Q2 | $17M | Buy |
+38,021
| New | +$17M | 3.54% | 3 |
|
|
2023
Q4 | $14.3M | Buy |
38,146
+1,000
| +3% | +$376K | 3.48% | 2 |
|
|
2023
Q3 | $11.7M | Buy |
37,146
+497
| +1% | +$157K | 3.27% | 2 |
|
|
2023
Q2 | $12.5M | Buy |
36,649
+10,686
| +41% | +$3.64M | 3.51% | 2 |
|
|
2023
Q1 | $7.48M | Buy |
+25,963
| New | +$7.48M | 4.05% | 1 |
|
|
2022
Q1 | $8.68M | Buy |
28,158
+170
| +0.6% | +$52.4K | 4.37% | 1 |
|
|
2021
Q4 | $9.41M | Sell |
27,988
-1,367
| -5% | -$460K | 4.75% | 1 |
|
|
2021
Q3 | $8.28M | Sell |
29,355
-1,817
| -6% | -$512K | 3.37% | 3 |
|
|
2021
Q2 | $8.44M | Sell |
31,172
-4,475
| -13% | -$1.21M | 3.26% | 3 |
|
|
2021
Q1 | $8.4M | Buy |
35,647
+2,948
| +9% | +$695K | 4.8% | 2 |
|
|
2020
Q4 | $7.27M | Buy |
+32,699
| New | +$7.27M | 5% | 2 |
|