Intergy Private 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 | $1.5M | Buy |
3,019
+746
| +33% | +$371K | 0.51% | 29 |
|
|
2025
Q1 | $853K | Sell |
2,273
-478
| -17% | -$179K | 0.32% | 46 |
|
|
2024
Q4 | $1.16M | Buy |
2,751
+255
| +10% | +$107K | 0.43% | 35 |
|
|
2024
Q3 | $1.07M | Buy |
2,496
+154
| +7% | +$66.3K | 0.41% | 37 |
|
|
2024
Q2 | $1.05M | Buy |
2,342
+179
| +8% | +$80K | 0.43% | 35 |
|
|
2024
Q1 | $910K | Buy |
2,163
+34
| +2% | +$14.3K | 0.37% | 41 |
|
|
2023
Q4 | $801K | Sell |
2,129
-40
| -2% | -$15K | 0.35% | 44 |
|
|
2023
Q3 | $685K | Buy |
2,169
+103
| +5% | +$32.5K | 0.34% | 43 |
|
|
2023
Q2 | $703K | Buy |
2,066
+449
| +28% | +$153K | 0.34% | 43 |
|
|
2023
Q1 | $466K | Buy |
1,617
+455
| +39% | +$131K | 0.26% | 47 |
|
|
2022
Q4 | $279K | Buy |
+1,162
| New | +$279K | 0.17% | 56 |
|