Investmark Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
5,543
+411
| +8% | +$204K | 1.29% | 23 |
|
|
2025
Q1 | $1.93M | Sell |
5,132
-49
| -0.9% | -$18.4K | 0.95% | 32 |
|
|
2024
Q4 | $2.18M | Sell |
5,181
-1,648
| -24% | -$695K | 1.07% | 29 |
|
|
2024
Q3 | $2.94M | Sell |
6,829
-14
| -0.2% | -$6.03K | 1.43% | 22 |
|
|
2024
Q2 | $3.06M | Buy |
6,843
+645
| +10% | +$288K | 1.63% | 17 |
|
|
2024
Q1 | $2.61M | Sell |
6,198
-48
| -0.8% | -$20.2K | 1.43% | 21 |
|
|
2023
Q4 | $2.35M | Buy |
6,246
+780
| +14% | +$293K | 1.38% | 22 |
|
|
2023
Q3 | $1.73M | Buy |
5,466
+104
| +2% | +$32.8K | 1.17% | 27 |
|
|
2023
Q2 | $1.83M | Buy |
5,362
+718
| +15% | +$244K | 1.22% | 27 |
|
|
2023
Q1 | $1.34M | Sell |
4,644
-367
| -7% | -$106K | 0.98% | 30 |
|
|
2022
Q4 | $1.2M | Buy |
5,011
+644
| +15% | +$154K | 0.89% | 31 |
|
|
2022
Q3 | $1.02M | Buy |
4,367
+1,222
| +39% | +$285K | 0.91% | 30 |
|
|
2022
Q2 | $807K | Buy |
3,145
+1,191
| +61% | +$306K | 0.8% | 27 |
|
|
2022
Q1 | $602K | Sell |
1,954
-95
| -5% | -$29.3K | 0.62% | 32 |
|
|
2021
Q4 | $689K | Buy |
+2,049
| New | +$689K | 0.64% | 29 |
|