Horst & Graben 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 | $3.35M | Buy |
6,727
+166
| +3% | +$82.6K | 0.55% | 37 |
|
|
2025
Q1 | $2.46M | Buy |
6,561
+317
| +5% | +$119K | 0.44% | 39 |
|
|
2024
Q4 | $2.63M | Buy |
6,244
+121
| +2% | +$51K | 0.47% | 36 |
|
|
2024
Q3 | $2.63M | Buy |
6,123
+102
| +2% | +$43.9K | 0.47% | 34 |
|
|
2024
Q2 | $2.69M | Sell |
6,021
-123
| -2% | -$55K | 0.51% | 34 |
|
|
2024
Q1 | $2.58M | Buy |
6,144
+1,824
| +42% | +$767K | 0.53% | 32 |
|
|
2023
Q4 | $1.62M | Sell |
4,320
-17
| -0.4% | -$6.39K | 0.36% | 39 |
|
|
2023
Q3 | $1.37M | Buy |
4,337
+179
| +4% | +$56.5K | 0.34% | 36 |
|
|
2023
Q2 | $1.42M | Buy |
4,158
+24
| +0.6% | +$8.17K | 0.34% | 33 |
|
|
2023
Q1 | $1.19M | Buy |
4,134
+506
| +14% | +$146K | 0.3% | 39 |
|
|
2022
Q4 | $870K | Buy |
3,628
+7
| +0.2% | +$1.68K | 0.23% | 53 |
|
|
2022
Q3 | $843K | Buy |
3,621
+55
| +2% | +$12.8K | 0.24% | 51 |
|
|
2022
Q2 | $916K | Buy |
3,566
+487
| +16% | +$125K | 0.25% | 52 |
|
|
2022
Q1 | $949K | Buy |
3,079
+106
| +4% | +$32.7K | 0.23% | 51 |
|
|
2021
Q4 | $1M | Sell |
2,973
-65
| -2% | -$21.9K | 0.25% | 52 |
|
|
2021
Q3 | $856K | Buy |
3,038
+83
| +3% | +$23.4K | 0.24% | 52 |
|
|
2021
Q2 | $801K | Buy |
2,955
+85
| +3% | +$23K | 0.22% | 56 |
|
|
2021
Q1 | $677K | Buy |
2,870
+203
| +8% | +$47.9K | 0.21% | 65 |
|
|
2020
Q4 | $593K | Buy |
2,667
+2
| +0.1% | +$445 | 0.2% | 58 |
|
|
2020
Q3 | $560K | Buy |
2,665
+5
| +0.2% | +$1.05K | 0.22% | 55 |
|
|
2020
Q2 | $541K | Buy |
2,660
+3
| +0.1% | +$610 | 0.24% | 52 |
|
|
2020
Q1 | $419K | Buy |
+2,657
| New | +$419K | 0.22% | 50 |
|