Impact Partnership Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.03M Buy
6,085
+1,134
+23% +$564K 0.56% 26
2025
Q1
$1.86M Buy
4,951
+14
+0.3% +$5.26K 0.4% 27
2024
Q4
$2.08M Buy
4,937
+1,200
+32% +$506K 0.42% 29
2024
Q3
$1.61M Sell
3,737
-193
-5% -$83.1K 0.36% 30
2024
Q2
$1.76M Buy
3,930
+1,514
+63% +$677K 0.46% 28
2024
Q1
$1.02M Buy
2,416
+147
+6% +$61.9K 0.4% 29
2023
Q4
$853K Sell
2,269
-4,003
-64% -$1.51M 0.31% 39
2023
Q3
$1.98M Buy
6,272
+3,591
+134% +$1.13M 0.62% 20
2023
Q2
$913K Buy
+2,681
New +$913K 0.32% 32