Iron Horse Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
1,093
+36
| +3% | +$17.9K | 0.16% | 28 |
|
|
2025
Q1 | $397K | Sell |
1,057
-231
| -18% | -$86.7K | 0.13% | 31 |
|
|
2024
Q4 | $543K | Buy |
1,288
+582
| +82% | +$245K | 0.18% | 27 |
|
|
2024
Q3 | $304K | Buy |
706
+101
| +17% | +$43.5K | 0.1% | 33 |
|
|
2024
Q2 | $271K | Buy |
605
+300
| +98% | +$134K | 0.1% | 35 |
|
|
2024
Q1 | $128K | Buy |
305
+82
| +37% | +$34.5K | 0.05% | 50 |
|
|
2023
Q4 | $83.9K | Hold |
223
| – | – | 0.04% | 65 |
|
|
2023
Q3 | $70.4K | Buy |
223
+105
| +89% | +$33.2K | 0.03% | 66 |
|
|
2023
Q2 | $40.2K | Hold |
118
| – | – | 0.02% | 82 |
|
|
2023
Q1 | $34K | Buy |
118
+8
| +7% | +$2.31K | 0.02% | 85 |
|
|
2022
Q4 | $26K | Buy |
+110
| New | +$26K | 0.01% | 91 |
|
|
2022
Q3 | – | Sell |
-113
| Closed | -$29K | – | 223 |
|
|
2022
Q2 | $29K | Buy |
113
+3
| +3% | +$770 | 0.02% | 84 |
|
|
2022
Q1 | $34K | Hold |
110
| – | – | 0.02% | 88 |
|
|
2021
Q4 | $37K | Hold |
110
| – | – | 0.02% | 79 |
|
|
2021
Q3 | $31K | Hold |
110
| – | – | 0.02% | 77 |
|
|
2021
Q2 | $30K | Hold |
110
| – | – | 0.02% | 83 |
|
|
2021
Q1 | $26K | Hold |
110
| – | – | 0.02% | 83 |
|
|
2020
Q4 | $24K | Buy |
+110
| New | +$24K | 0.02% | 86 |
|