Horizon Family 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 | $990K | Buy |
1,990
+6
| +0.3% | +$2.99K | 0.6% | 31 |
|
|
2025
Q1 | $745K | Sell |
1,984
-131
| -6% | -$49.2K | 0.5% | 31 |
|
|
2024
Q4 | $892K | Sell |
2,115
-57
| -3% | -$24K | 0.59% | 32 |
|
|
2024
Q3 | $935K | Sell |
2,172
-2
| -0.1% | -$861 | 0.67% | 25 |
|
|
2024
Q2 | $972K | Sell |
2,174
-40
| -2% | -$17.9K | 0.74% | 25 |
|
|
2024
Q1 | $932K | Buy |
2,214
+3
| +0.1% | +$1.26K | 0.72% | 25 |
|
|
2023
Q4 | $831K | Buy |
2,211
+5
| +0.2% | +$1.88K | 0.7% | 24 |
|
|
2023
Q3 | $697K | Buy |
2,206
+4
| +0.2% | +$1.26K | 0.67% | 24 |
|
|
2023
Q2 | $750K | Sell |
2,202
-233
| -10% | -$79.3K | 0.72% | 23 |
|
|
2023
Q1 | $702K | Buy |
2,435
+27
| +1% | +$7.79K | 0.74% | 23 |
|
|
2022
Q4 | $578K | Buy |
2,408
+10
| +0.4% | +$2.4K | 0.67% | 27 |
|
|
2022
Q3 | $559K | Buy |
2,398
+16
| +0.7% | +$3.73K | 0.68% | 30 |
|
|
2022
Q2 | $612K | Sell |
2,382
-45
| -2% | -$11.6K | 0.71% | 30 |
|
|
2022
Q1 | $748K | Sell |
2,427
-13
| -0.5% | -$4.01K | 0.74% | 31 |
|
|
2021
Q4 | $821K | Buy |
+2,440
| New | +$821K | 0.84% | 30 |
|