Innova 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 | $2.94M | Buy |
5,920
+73
| +1% | +$36.3K | 1.73% | 21 |
|
|
2025
Q1 | $2.2M | Buy |
5,847
+86
| +1% | +$32.3K | 1.36% | 22 |
|
|
2024
Q4 | $2.43M | Buy |
5,761
+2,708
| +89% | +$1.14M | 1.53% | 21 |
|
|
2024
Q3 | $1.31M | Sell |
3,053
-2,314
| -43% | -$996K | 1.08% | 25 |
|
|
2024
Q2 | $2.4M | Buy |
5,367
+415
| +8% | +$185K | 1.72% | 20 |
|
|
2024
Q1 | $2.08M | Buy |
4,952
+713
| +17% | +$300K | 1.61% | 21 |
|
|
2023
Q4 | $1.59M | Buy |
4,239
+25
| +0.6% | +$9.4K | 1.37% | 19 |
|
|
2023
Q3 | $1.33M | Sell |
4,214
-22
| -0.5% | -$6.95K | 1.2% | 17 |
|
|
2023
Q2 | $1.44M | Buy |
4,236
+337
| +9% | +$115K | 1.23% | 21 |
|
|
2023
Q1 | $1.12M | Buy |
3,899
+21
| +0.5% | +$6.05K | 0.99% | 19 |
|
|
2022
Q4 | $930K | Sell |
3,878
-100
| -3% | -$24K | 0.82% | 23 |
|
|
2022
Q3 | $926K | Buy |
3,978
+10
| +0.3% | +$2.33K | 0.84% | 13 |
|
|
2022
Q2 | $1.02M | Buy |
3,968
+100
| +3% | +$25.7K | 0.86% | 12 |
|
|
2022
Q1 | $1.19M | Buy |
3,868
+350
| +10% | +$108K | 0.86% | 21 |
|
|
2021
Q4 | $1.18M | Buy |
3,518
+5
| +0.1% | +$1.68K | 0.84% | 24 |
|
|
2021
Q3 | $990K | Hold |
3,513
| – | – | 0.78% | 28 |
|
|
2021
Q2 | $952K | Buy |
3,513
+25
| +0.7% | +$6.78K | 0.75% | 29 |
|
|
2021
Q1 | $822K | Buy |
3,488
+50
| +1% | +$11.8K | 0.7% | 31 |
|
|
2020
Q4 | $765K | Buy |
+3,438
| New | +$765K | 0.71% | 30 |
|