International Private Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.86M | Buy |
5,756
+347
| +6% | +$173K | 2.46% | 7 |
|
2025
Q1 | $2.03M | Buy |
5,409
+269
| +5% | +$101K | 1.95% | 10 |
|
2024
Q4 | $2.17M | Buy |
5,140
+2,700
| +111% | +$1.14M | 2.16% | 10 |
|
2024
Q3 | $1.05M | Sell |
2,440
-238
| -9% | -$102K | 1.54% | 14 |
|
2024
Q2 | $1.2M | Buy |
2,678
+486
| +22% | +$217K | 2.02% | 8 |
|
2024
Q1 | $922K | Sell |
2,192
-1,352
| -38% | -$569K | 1.78% | 7 |
|
2023
Q4 | $1.33M | Buy |
+3,544
| New | +$1.33M | 1.32% | 17 |
|