Great Oak Capital 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 | $1.16M | Buy |
2,298
+21
| +0.9% | +$10.6K | 0.33% | 20 |
|
|
2025
Q1 | $950K | Hold |
2,277
| – | – | 0.32% | 20 |
|
|
2024
Q4 | $950K | Sell |
2,277
-4
| -0.2% | -$1.67K | 0.32% | 20 |
|
|
2024
Q3 | $949K | Buy |
2,281
+3
| +0.1% | +$1.25K | 0.33% | 20 |
|
|
2024
Q2 | $925K | Sell |
2,278
-10
| -0.4% | -$4.06K | 0.35% | 21 |
|
|
2024
Q1 | $963K | Buy |
2,288
+2
| +0.1% | +$841 | 0.43% | 17 |
|
|
2023
Q4 | $860K | Buy |
+2,286
| New | +$860K | 0.46% | 19 |
|