Grand 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 | $621K | Sell |
1,248
-92
| -7% | -$45.7K | 0.32% | 23 |
|
|
2025
Q1 | $503K | Hold |
1,340
| – | – | 0.28% | 24 |
|
|
2024
Q4 | $565K | Sell |
1,340
-16
| -1% | -$6.74K | 0.31% | 22 |
|
|
2024
Q3 | $583K | Sell |
1,356
-73
| -5% | -$31.4K | 0.33% | 23 |
|
|
2024
Q2 | $639K | Sell |
1,429
-1,321
| -48% | -$590K | 0.38% | 23 |
|
|
2024
Q1 | $1.16M | Sell |
2,750
-677
| -20% | -$285K | 0.55% | 22 |
|
|
2023
Q4 | $1.29M | Buy |
3,427
+601
| +21% | +$226K | 0.7% | 19 |
|
|
2023
Q3 | $892K | Buy |
2,826
+634
| +29% | +$200K | 0.55% | 21 |
|
|
2023
Q2 | $747K | Sell |
2,192
-14
| -0.6% | -$4.77K | 0.44% | 24 |
|
|
2023
Q1 | $636K | Sell |
2,206
-18
| -0.8% | -$5.19K | 0.38% | 26 |
|
|
2022
Q4 | $533K | Sell |
2,224
-140
| -6% | -$33.6K | 0.33% | 28 |
|
|
2022
Q3 | $551K | Buy |
2,364
+26
| +1% | +$6.06K | 0.29% | 29 |
|
|
2022
Q2 | $600K | Sell |
2,338
-100
| -4% | -$25.7K | 0.31% | 25 |
|
|
2022
Q1 | $752K | Sell |
2,438
-5
| -0.2% | -$1.54K | 0.35% | 23 |
|
|
2021
Q4 | $822K | Buy |
+2,443
| New | +$822K | 0.37% | 22 |
|