Horizons 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 | $283K | Sell |
569
-32
| -5% | -$15.9K | 0.2% | 54 |
|
|
2025
Q1 | $226K | Hold |
601
| – | – | 0.17% | 58 |
|
|
2024
Q4 | $253K | Hold |
601
| – | – | 0.19% | 55 |
|
|
2024
Q3 | $259K | Sell |
601
-47
| -7% | -$20.2K | 0.2% | 57 |
|
|
2024
Q2 | $283K | Sell |
648
-93
| -13% | -$40.7K | 0.22% | 54 |
|
|
2024
Q1 | $279K | Hold |
741
| – | – | 0.18% | 54 |
|
|
2023
Q4 | $279K | Sell |
741
-343
| -32% | -$129K | 0.18% | 54 |
|
|
2023
Q3 | $342K | Hold |
1,084
| – | – | 0.25% | 48 |
|
|
2023
Q2 | $369K | Buy |
1,084
+195
| +22% | +$66.4K | 0.26% | 45 |
|
|
2023
Q1 | $256K | Sell |
889
-173
| -16% | -$49.9K | 0.19% | 54 |
|
|
2022
Q4 | $255K | Hold |
1,062
| – | – | 0.2% | 49 |
|
|
2022
Q3 | $247K | Sell |
1,062
-18
| -2% | -$4.19K | 0.23% | 47 |
|
|
2022
Q2 | $313K | Buy |
+1,080
| New | +$313K | 0.26% | 40 |
|