Howard 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
$1.73M Sell
3,470
-47
-1% -$23.4K 0.87% 35
2025
Q1
$1.32M Sell
3,517
-46
-1% -$17.3K 0.74% 38
2024
Q4
$1.5M Buy
3,563
+32
+0.9% +$13.5K 0.81% 35
2024
Q3
$1.52M Sell
3,531
-12
-0.3% -$5.16K 0.88% 31
2024
Q2
$1.58M Buy
3,543
+25
+0.7% +$11.2K 1.25% 19
2024
Q1
$1.48M Buy
3,518
+528
+18% +$222K 1.2% 19
2023
Q4
$1.12M Sell
2,990
-225
-7% -$84.6K 0.94% 27
2023
Q3
$1.02M Sell
3,215
-23
-0.7% -$7.26K 0.94% 27
2023
Q2
$1.1M Sell
3,238
-84
-3% -$28.6K 0.96% 27
2023
Q1
$958K Sell
3,322
-120
-3% -$34.6K 0.8% 35
2022
Q4
$825K Sell
3,442
-81
-2% -$19.4K 0.68% 42
2022
Q3
$820K Buy
3,523
+2,013
+133% +$469K 0.58% 45
2022
Q2
$387K Sell
1,510
-1,960
-56% -$502K 0.41% 41
2022
Q1
$1.07M Sell
3,470
-7
-0.2% -$2.16K 0.58% 46
2021
Q4
$1.17M Sell
3,477
-70
-2% -$23.5K 0.62% 45
2021
Q3
$999K Buy
3,547
+7
+0.2% +$1.97K 0.56% 51
2021
Q2
$958K Sell
3,540
-461
-12% -$125K 0.53% 53
2021
Q1
$943K Sell
4,001
-64
-2% -$15.1K 0.55% 51
2020
Q4
$904K Sell
4,065
-371
-8% -$82.5K 0.56% 49
2020
Q3
$933K Sell
4,436
-513
-10% -$108K 0.67% 43
2020
Q2
$1.01M Buy
4,949
+274
+6% +$55.8K 0.82% 34
2020
Q1
$737K Buy
4,675
+60
+1% +$9.46K 0.77% 37
2019
Q4
$727K Buy
+4,615
New +$727K 0.61% 33