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 |
|