Gray 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 | $1.62M | Sell |
3,255
-1,156
| -26% | -$575K | 0.87% | 13 |
|
|
2025
Q1 | $1.66M | Buy |
4,411
+1,496
| +51% | +$562K | 1% | 13 |
|
|
2024
Q4 | $1.23M | Sell |
2,915
-40
| -1% | -$16.9K | 0.73% | 15 |
|
|
2024
Q3 | $1.27M | Sell |
2,955
-64
| -2% | -$27.5K | 0.76% | 14 |
|
|
2024
Q2 | $1.35M | Sell |
3,019
-19
| -0.6% | -$8.49K | 0.86% | 13 |
|
|
2024
Q1 | $1.28M | Buy |
+3,038
| New | +$1.28M | 0.84% | 14 |
|