Graham Capital Wealth 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 | $748K | Buy |
1,503
+187
| +14% | +$93K | 0.83% | 32 |
|
|
2025
Q1 | $494K | Sell |
1,316
-399
| -23% | -$150K | 0.53% | 39 |
|
|
2024
Q4 | $723K | Buy |
1,715
+4
| +0.2% | +$1.69K | 0.62% | 38 |
|
|
2024
Q3 | $736K | Hold |
1,711
| – | – | 0.75% | 26 |
|
|
2024
Q2 | $765K | Sell |
1,711
-841
| -33% | -$376K | 1.03% | 20 |
|
|
2024
Q1 | $1.07M | Sell |
2,552
-18
| -0.7% | -$7.57K | 1.83% | 15 |
|
|
2023
Q4 | $966K | Buy |
2,570
+32
| +1% | +$12K | 2.55% | 11 |
|
|
2023
Q3 | $864K | Hold |
2,538
| – | – | 2.04% | 14 |
|
|
2023
Q2 | $864K | Buy |
2,538
+15
| +0.6% | +$5.11K | 2.04% | 14 |
|
|
2023
Q1 | $7.27M | Buy |
2,523
+5
| +0.2% | +$14.4K | 1.05% | 21 |
|
|
2022
Q4 | $604K | Sell |
2,518
-41
| -2% | -$9.83K | 1.08% | 30 |
|
|
2022
Q3 | $596K | Buy |
2,559
+26
| +1% | +$6.06K | 0.71% | 37 |
|
|
2022
Q2 | $651K | Hold |
2,533
| – | – | 0.57% | 54 |
|
|
2022
Q1 | $781K | Sell |
2,533
-481
| -16% | -$148K | 0.69% | 52 |
|
|
2021
Q4 | $1.02M | Buy |
+3,014
| New | +$1.02M | 0.83% | 49 |
|