IAG Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
2,153
+105
| +5% | +$52.2K | 0.14% | 66 |
|
|
2025
Q1 | $769K | Buy |
2,048
+66
| +3% | +$24.8K | 0.12% | 67 |
|
|
2024
Q4 | $835K | Buy |
1,982
+51
| +3% | +$21.5K | 0.15% | 59 |
|
|
2024
Q3 | $831K | Sell |
1,931
-9
| -0.5% | -$3.87K | 0.15% | 56 |
|
|
2024
Q2 | $867K | Buy |
1,940
+103
| +6% | +$46K | 0.17% | 53 |
|
|
2024
Q1 | $773K | Buy |
1,837
+19
| +1% | +$7.99K | 0.17% | 54 |
|
|
2023
Q4 | $684K | Sell |
1,818
-60
| -3% | -$22.6K | 0.16% | 55 |
|
|
2023
Q3 | $593K | Sell |
1,878
-18
| -0.9% | -$5.68K | 0.17% | 49 |
|
|
2023
Q2 | $645K | Sell |
1,896
-78
| -4% | -$26.6K | 0.17% | 49 |
|
|
2023
Q1 | $569K | Buy |
1,974
+350
| +22% | +$101K | 0.16% | 47 |
|
|
2022
Q4 | $389K | Buy |
1,624
+237
| +17% | +$56.8K | 0.11% | 53 |
|
|
2022
Q3 | $323K | Buy |
1,387
+110
| +9% | +$25.6K | 0.11% | 52 |
|
|
2022
Q2 | $328K | Sell |
1,277
-9
| -0.7% | -$2.31K | 0.11% | 52 |
|
|
2022
Q1 | $396K | Buy |
1,286
+187
| +17% | +$57.6K | 0.12% | 48 |
|
|
2021
Q4 | $370K | Buy |
1,099
+800
| +268% | +$269K | 0.12% | 47 |
|
|
2021
Q3 | $85K | Hold |
299
| – | – | 0.03% | 84 |
|
|
2021
Q2 | $81K | Buy |
299
+15
| +5% | +$4.06K | 0.03% | 87 |
|
|
2021
Q1 | $67K | Buy |
284
+85
| +43% | +$20.1K | 0.03% | 95 |
|
|
2020
Q4 | $45K | Sell |
199
-16
| -7% | -$3.62K | 0.02% | 116 |
|
|
2020
Q3 | $46K | Sell |
215
-33
| -13% | -$7.06K | 0.02% | 108 |
|
|
2020
Q2 | $51K | Hold |
248
| – | – | 0.02% | 103 |
|
|
2020
Q1 | $40K | Sell |
248
-100
| -29% | -$16.1K | 0.03% | 101 |
|
|
2019
Q4 | $55K | Buy |
+348
| New | +$55K | 0.04% | 102 |
|